Shengyi Technology

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

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

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

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

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 (January-February 2024)

Trip.com, Tongcheng Travel Holdings, Jiumaojiu, Stella International Holdings, Sinotruk Hong Kong, Horizon Construction Development, Prada SpA…

Feb 29, 2024

CMBI Research China & Hong Kong Stock Picks (December 2023)

Some quick observations about Chinese F&B products or brands who have ventured to SE Asia + Luxshare Precision Industry, Xiaomi Corp, J&T Global…

Jan 25, 2024

CMBI Research China & Hong Kong Stock Picks (October 2023)

Tuhu Car, China Life, Shennan Circuit, Glodon, Li Ning, Shanghai Jahwa, FIT Hon Teng, CSPC Pharmaceutical, iQIYI, Budweiser APAC, GigaCloud Technology…

Nov 24, 2023

CMBI Research China & Hong Kong Stock Picks (September 2023)

Shennan Circuits, Shengyi Technology, Luxshare Precision Industry, Trip.com, Will Semiconductor, Joinn Laboratories China, Haier Smart Home, Akeso…

Oct 15, 2023

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