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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
2
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
China & Hong Kong Stock Picks (April 2025)
Luckin Coffee, Li Ning, Byd Company, Ping An Insurance, New Oriental Education, Ubtech Robotics, AIA Group, WH Group, Sands China, Galaxy Entertainment…
May 15
3
China & Hong Kong Stock Picks (March 2025)
Tariff Derangement Syndrome + DPC Dash, Haidilao, Nongfu Spring, Tuhu Car, AIA Group, Prudential PLC, WH Group, DFI Retail, CK Asset Holdings, Cathay…
Apr 24
China & Hong Kong Stock Picks (January 2025)
Americans fascinated by Chinese grocery prices + New Oriental Education, YUM China, Xpeng, JD.com, Baidu, iQIYI, Li Auto, NetEase, Tuhu Car, Will…
Feb 7
3
China & Hong Kong Stock Picks (November 2024)
Cafe De Coral, Chow Tai Fook Jewelry Group, PDD Holdings, Ke Holdings, Baidu, NIO Inc, Trip.com, Alibaba, Geely Automobile Holdings, JD.com, China Life…
Dec 30, 2024
3
China & Hong Kong Stock Picks (October 2024)
China’s $19T global time bomb + Guangzhou Automobile Group, Great Wall Motor, Ping An Insurance, Sinotruk, Li Auto, New Oriental Education, PDD…
Nov 7, 2024
2
CMBI Research China & Hong Kong Stock Picks (July & August 2024)
Nongfu Spring, ANTA Sports, Ping An, Jiumaojiu, Tuhu Car, China Tower Corp, AIA Group, Bilibili, Xiaomi, Will Semiconductor, Samsonite, New Oriental…
Sep 11, 2024
CMBI Research China & Hong Kong Stock Picks (May 2024)
JOYY Inc, Baozun, NAURA Technology Group, Weibo, Xiaomi Corp, XPeng, Trip.com, Li Auto, Baidu, JD.com, ZTO Express, China Pacific Insurance, United…
Jun 20, 2024
1
CMBI Research China & Hong Kong Stock Picks (March 2024)
DPC Dash, WuXi Biologics, BYD Company, AK Medical, Ping An, Weichai Power, Geely Automobile Holdings, Pinduoduo, Tencent, ZTO Express, China Lilang…
Apr 11, 2024
CMBI Research China & Hong Kong Stock Picks (January-February 2024)
Trip.com, Tongcheng Travel Holdings, Jiumaojiu, Stella International Holdings, Sinotruk Hong Kong, Horizon Construction Development, Prada SpA…
Feb 29, 2024
2
CMBI Research China & Hong Kong Stock Picks (November 2023)
Zhihu Inc, Bosideng International Holdings, PDD Holdings, Yunnan Botanee Bio-Tech Group, DPC Dash, Mobvista, Huya Inc, Hutchmed, Joinn Laboratories…
Dec 17, 2023
1
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