ASMPT Ltd

China & Hong Kong Stock Picks (October 2025)

China reality checks + Ping An Insurance, Anta Sports, Pop Mart, Yancoal Australia, CGN Mining, AIA, WH Group, Luk Fook Holdings, Luckin Coffee, Horizon…

Nov 13, 2025

China & Hong Kong Stock Picks (July-August 2025)

China’s great stock market experiment & the politics behind China's overcapacity + Chinese/Hong Kong stock picks Ping An, Trip.com, Pop Mart, Luckin…

Sep 20, 2025

🌐 Emerging Market Stock Picks (August 2025)

🤖 DeepSeek Analysis + Cisarua Mountain Dairy, Bank Mandiri, GoTo Gojek, Mitra Adiperkasa, Genting Singapore, SATS Ltd, United Overseas Bank, OCBC…

Sep 12, 2025

🌐 Emerging Market Stock Picks (July 2025)

Unilever Indonesia, GoTo Gojek Tokopedia, Singapore Exchange, SEA Ltd, Delta Electronics Thailand, Charoen Pokphand Foods, Infosys, Wizz Air, America…

Sep 4, 2025

China & Hong Kong Stock Picks (May 2025)

Who is the Chinese EV Evergrande 2.0 + Li Auto, Xiaomi, PDD Holdings, Haier, Yum China, Vitasoy, Wharf Holdings, Luk Fook Holdings, Nissin Foods, Swire…

Jun 13, 2025

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