Trading852: Hong Kong Capital Markets

Where the consensus stops, the research starts.

Recent Analyses

Consumer Discretionary · 0300.HK · Jun 2, 2026

Robots at an appliance price

It Owns One of the World's Four Big Robot Makers.
The Market Prices It as a Washing-Machine Company.

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Market Thesis · SPY · May 11, 2026

The 2022 High Was $0.13 From the Level. SPY Is Now 1.3% From the Next One.

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Technology · 1698.HK · May 4, 2026

Profit +66%, Stock -66% from ATH. Spotify Trades at Four Times the Multiple.

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Our Analyses

Identified Situations

04 Technology · 9988.HK: EBITA Down 57%. Cloud Up 36%. This Is What Amazon Looked Like in 2014. CONVICTION Read the update →

05 Electric Vehicles · 1585.HK: Profit +129%. EV/EBIT 6.1×. The Market Sees a Bicycle Company. CONVICTION Read the analysis →

06 Biotech · 1167.HK: AstraZeneca Paid US$100M for One Molecule. The Rest Trades at US$507M. MONITOR Read the analysis →

07 Luxury · 1913.HK: EPS Down 74%. Revenue Up 9%. One of These Numbers Is a Distraction. CONVICTION Read the analysis →

08 Luxury · 0113.HK: The Market Is Paying You HKD 375 Million to Buy This Company. CONVICTION Read the analysis →

09 Market Thesis · HSI: Six Bounces. One Break. Now the Retest. THESIS Read the analysis →

Our Thesis

Follow the numbers.
Every discount published is measurable from public sources.
Absorb what the filing shows. Discard what the narrative adds.

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Special Situations Luxury Biotech Technology Consumer Discretionary Electric Vehicles Market Thesis