... 「股壇金手指」之稱的惠理集團(00806)主席謝清海表示,H股較A股有折讓,港股估值未算昂貴,未來仍有上升空間 ...全文
隨着「滬港通」、「深港通」相繼開通,內地與香港股票市場逐漸融合。但中港市場各具特點,要磨合是否有難度?在互聯互 ...全文
資產管理規模稱冠全球的對沖基金Bridgewater Associates LP近期頻頻見報,主因是該基金計劃 ...全文
「有牛三的個股、無牛三的氣氛」是個人對近期港股的形容。簡單而言,市場除了缺乏令資金產生亢奮作用的催化劑外,與過 ...全文
今日信報理財投資股海One Piece費高2017年09月13日
Chinese conglomerate HNA Group has been getting a lot of media attention recently. After spending HK$27.2 billion to acquire four land plots in Kowloon, the group is said to be in talks to acquire sta ...More
EJ Insight2017-05-24
Value Partners Group (00806.HK) said it will sell its investment holding unit Brilliant Star Capital to Mastermind Capital (00605.HK) for HK$316.5 million (US$40.68 million). The venture's core asset ...More
EJ Insight2017-04-28
Hong Kong has lagged far behind mainland China and the United States in the field of big data. The government has been reluctant to allow access to public data, and most corporates have no idea how to ...More
EJ Insight2016-10-14
Major central banks have continued to pump money into the markets, sending massive amounts of capital circulating around the world looking for investment opportunities. When selecting investment targe ...More
EJ Insight2016-08-16
Columnist Alex Wong said in an article on Tuesday that many fund managers are now holding high cash positions while looking for speculation opportunities to ensure positive returns. “The rule of value ...More
EJ Insight2016-03-23
The Hong Kong market has been fairly volatile in the second half of this year. Investors are waiting for the first US rate hike in nearly nine years. I hope stocks enjoy a good uptick in the latter ha ...More
EJ Insight2015-12-15
The Hang Seng Index is likely to trade in the range of 21,800 to 23,200 points as investors start winding up their positions for the year-end. Investors should take a medium-term approach to selecting ...More
EJ Insight2015-12-08
The People’s Bank of China (PBoC) is reportedly considering its own version of quantitative easing (QE) by directly buying commercial bank assets or local government debt. The move is aimed at injecti ...More
EJ Insight2015-04-29
Investors are overly pessimistic about the corporate bond market in mainland China despite the better returns it offers, according to Value Partners Group Ltd. (00806.HK). Chinese bond yields have a 3 ...More
EJ Insight2015-04-28
Dear Zijian, From your letter, I gather that you graduated from university recently and that you are focused on value investing. You say you are perplexed that your investment performance has not been ...More
EJ Insight2015-02-13
The Shanghai stock market is unlikely to be impacted much by an upcoming short-selling service under the Shanghai-Hong Kong Stock Connect program, according to observers. The first trial run of the ne ...More
EJ Insight2015-01-12
Hong Kong's stock market could remain relatively flat in 2015, with a cross-border trading program launched in November last year unlikely to give a significant boost to local equities, according to a ...More
EJ Insight2015-01-05
Following is a summary of major news and comments in the Hong Kong Economic Journal, the parent publication of EJ Insight, on Tuesday, March 11: TOP STORIES Hong Kong, mainland stock markets seen weak ...More
EJ Insight2014-03-11