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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, 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

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

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

For years, the market viewed BYD as the "budget" alternative to Tesla—a battery company that happened to make cars. In 2026, that narrative has flipped.Read more

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

Be Friends Holding Limited, an investment holding company, provides all-media services in the People’s Republic of China. The company offers new media services, such as marketing services to the merchants for the livestream e-commerce on the e-commerce platforms; and application solutions, including design, implementation, and support services, as well as offers broadcasting equipment.Read more

Pacific Basin sticks to the part of shipping it knows best, keeps a tight grip on debt and payouts, and now makes an early push toward cleaner fuel as new pollution rules bite. A big new shareholder and a shortage of new ships could lift demand and earnings, but the shipping cycle and the risk of a misstep on green methanol still loom.Read more

Prada’s brands stay in demand even as the wider luxury market cools, but the share price goes nowhere. With growth increasingly driven by Miu Miu and Versace joining the group, the big question is whether the market is missing what’s changing—and what new debt and family control could mean for investors.Read more