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Global Weekly Picks
Zylox-Tonbridge: Early Signs of an Emerging Global Vascular Intervention Platform
Zylox-Tonbridge is starting to show signs that its medical devices are moving from overseas buzz to real use in hospitals, with doctors trying multiple products across several countries. If those early wins turn into repeat buying, it could help the company rely less on a tough, price-pressured home market—but the next steps will matter.Read more
Zijin Mining is a scaled, globally diversified mining platform
Zijin Mining is built around two metals that tend to shine in very different times: one people lean on when the world feels uncertain, and another that’s needed to build out electrification. A planned separation of its international gold business and a busy pipeline of new mines could change how investors see the company, but its far-flung operations come with real political and execution risks.Read more
Why is BYD a company of the future?
BYD (Build Your Dreams) / https://www.bydglobal.com/en/BasicInformation.html — as of April 2026, the company has finally solidified its status not just as an automaker, but as a global technology conglomerate. It is considered a "must-have" asset for the portfolio of the future due to its unique combination of vertical integration, energy technologies, and aggressive expansion.Read more
Alibaba’s Next Act: Reclaiming Growth by Going Back to Its Online Roots
Alibaba, once the undisputed titan of China’s e-commerce space, has faced headwinds in recent years—from regulatory pressures to slowing consumer demand and an overextension into offline-heavy businesses. However, the company is entering a pivotal transition.Read more
The Fortress of Glass in 2026
Decision: 🟢 GREEN (BUY/ACCUMULATE) MOS: 24.1% | Fair Value: HK$80.10 (Current Price: HK$60.80 ) Summary: Fuyao Glass remains a global titan in the automotive glass sector, successfully transitioning into high-margin "Smart Glass." Despite geopolitical noise surrounding the USTR Section 301 probe, Fuyao’s robust FY2025 results (24% profit growth) and its strategic US-based manufacturing (FGA) provide a massive safety net. The current market price implies a growth rate of only 10.2%, which we believe significantly underestimates the company's 15-16% potential.Read more
Capital expenditures remain required regardless of profitability
Shanghai Petrochemical looks like a sturdy, state-backed industrial business, but it operates in a market where too much supply keeps prices and profits under pressure. The key question is whether the company can turn heavy ongoing spending into reliable cash as the industry shifts away from fuels toward chemicals.Read more
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Cathay Pacific sits in a fast-growing part of Asia and has a strong reputation, but its heavy reliance on air freight leaves it exposed if a worsening US–China trade fight slows the region’s economy. The big question is whether its China-linked growth story can arrive in time, or whether the near-term shock keeps the stock grounded.Read more
R&D stabilisation, AI-driven savings, and sustained performance of hits could push IGG (HKG:0799) beyond its HKD 4.3 fair value
IGG is trying to move from leaning on one aging blockbuster to a steadier stream of new strategy games, while dialing back its heavy spending on new development. If its newer launches keep holding players and its push to use AI keeps cutting costs, profits could improve—but the big question is how much recent growth comes from higher advertising spend.Read more
