Sun Hung Kai Properties

China & Hong Kong Stock Picks (September 2025)

China reality checks + Pop Mart, Xiaomi, MINISO, BYD, NIO, China Merchants Bank, Horizon Robotics, Haier, Nongfu Spring, DFI Retail, Hongkong Land…

Oct 23

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 (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

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