| 1 |
Hansoh Pharmaceutical Group Co Ltd
3692 · Hong Kong
|
$25B |
94/100
Excelente
|
53/100 |
26.3%low 11.4% |
10 yr+ |
Net cash |
91% |
Hansoh Pharmaceutical: One Molecule, One Royalty Book, and a Price That Already Pays for Both17 de agosto de 2026 · Mantener |
FY2025 |
| 2 |
NetEase Inc
9999 · Hong Kong
|
$85B |
92/100
Excelente
|
— |
22.0%low 13.6% |
10 yr+ |
Net cash |
57% |
— |
FY2025 |
| 3 |
ANTA Sports Products Ltd
2020 · Hong Kong
|
$28B |
92/100
Excelente
|
55/100 |
23.7%low 19.9% |
10 yr+ |
Net cash |
57% |
ANTA Sports: Other Brands Grew 59.2% While the Core Brand Managed 3.7%, and at HKD 74.50 the Shares Already Sit Above the HKD 68 Conservative Sum-of-the-Parts7 de agosto de 2026 · Mantener |
FY2025 |
| 4 |
Nongfu Spring Co Ltd
9633 · Hong Kong
|
$63B |
89/100
Excelente
|
54/100 |
36.6%low 25.1% |
9 yr |
Net cash |
58% |
Nongfu Spring: Tea Overtook Water Back in 2024 and Now Supplies 52% of Segment Profit, While HK$42.40 Sits 12% Above Conservative Value6 de septiembre de 2026 · Mantener |
FY2025 |
| 5 |
Midea Group Co., Ltd.
0300 · Hong Kong
|
$97B |
88/100
Excelente
|
— |
22.1%low 17.8% |
10 yr+ |
Net cash |
26% |
— |
FY2025 |
| 6 |
Techtronic Industries Co Ltd
0669 · Hong Kong
|
$31B |
85/100
Excelente
|
43/100 |
18.7%low 17.0% |
10 yr+ |
0.0× |
39% |
Techtronic Industries: MILWAUKEE Compounds Near 10% While RYOBI Barely Grows, and HK$142.40 Offers No Conservative Margin of Safety15 de agosto de 2026 · Mantener |
FY2025 |
| 7 |
Hong Kong Exchange and Clearing Ltd
0388 · Hong Kong
|
$66B |
84/100
Excelente
|
48/100 |
22.9%low 17.9% |
10 yr+ |
Net cash |
78% |
HKEX: H1 2026 Profit Rose 24% to HK$10.568bn on Record HK$283.0bn Daily Turnover, but HK$395.80 Is Nearly 30 Times Normalised EPS24 de septiembre de 2026 · Mantener |
FY2025 |
| 8 |
Haier Smart Home Co Ltd
6690 · Hong Kong
|
$27B |
81/100
Excelente
|
— |
18.0%low 13.3% |
10 yr+ |
0.1× |
30% |
— |
FY2025 |
| 9 |
Sino Biopharmaceutical Ltd
1177 · Hong Kong
|
$11B |
79/100
Sólida
|
— |
19.1%low 7.6% |
10 yr+ |
Net cash |
80% |
— |
FY2025 |
| 10 |
Zhejiang Sanhua Intel Controls Co Ltd
2050 · Hong Kong
|
$17B |
75/100
Sólida
|
— |
16.5%low 14.2% |
10 yr+ |
Net cash |
28% |
— |
FY2025 |
| 11 |
China Resources Mixc Lifestyle Serv
1209 · Hong Kong
|
$12B |
70/100
Sólida
|
— |
28.4%low 6.6% |
9 yr |
Net cash |
26% |
— |
FY2025 |
| 12 |
China Shenhua Energy Co Ltd H
1088 · Hong Kong
|
$121B |
68/100
Sólida
|
— |
13.1%low 7.3% |
10 yr+ |
Net cash |
38% |
— |
FY2025 |
| 13 |
Pop Mart International Group Ltd
9992 · Hong Kong
|
$27B |
68/100
Sólida
|
52/100 |
26.0%low 2.0% |
9 yr |
Net cash |
61% |
Pop Mart: A Deep Long-Term Value Study19 de mayo de 2026 · Vigilar |
FY2025 |
| 14 |
Chow Tai Fook Jewellery Group Ltd
1929 · Hong Kong
|
$16B |
68/100
Sólida
|
41/100 |
18.2%low 9.6% |
10 yr+ |
0.7× |
27% |
Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair Value25 de junio de 2026 · Mantener |
FY2026 |
| 15 |
Lenovo Group
0992 · Hong Kong
|
$38B |
67/100
Sólida
|
43/100 |
21.6%low -3.0% |
8 yr |
0.0× |
16% |
Lenovo Group (0992.HK) Zen Horizon Framework Deep-Dive Research9 de junio de 2026 · Vigilar |
FY2026 |
| 16 |
WH Group Ltd
0288 · Hong Kong
|
$14B |
65/100
Sólida
|
— |
13.1%low 6.4% |
10 yr+ |
0.0× |
19% |
— |
FY2025 |
| 17 |
Geely Automobile Holdings Ltd
0175 · Hong Kong
|
$27B |
64/100
Media
|
— |
16.2%low 6.6% |
10 yr+ |
Net cash |
17% |
— |
FY2025 |
| 18 |
WuXi AppTec Co Ltd H
2359 · Hong Kong
|
$61B |
62/100
Media
|
51/100 |
15.9%low 9.1% |
10 yr+ |
Net cash |
40% |
WuXi AppTec Co., Ltd.: Chemistry Resets the Earnings Base, the U.S. Question Stays Open, and HK$199.10 Leaves No Conservative Discount12 de agosto de 2026 · Mantener |
FY2025 |
| 19 |
Montage Technology Co Ltd
6809 · Hong Kong
|
$63B |
60/100
Media
|
— |
14.3%low 4.4% |
10 yr+ |
Net cash |
59% |
— |
FY2025 |
| 20 |
China Hongqiao Group Ltd
1378 · Hong Kong
|
$31B |
60/100
Media
|
— |
13.9%low 9.0% |
10 yr+ |
0.1× |
21% |
— |
FY2025 |
| 21 |
Zto Express Cayman Inc
2057 · Hong Kong
|
$19B |
60/100
Media
|
— |
12.6%low 8.8% |
10 yr+ |
Net cash |
29% |
— |
FY2025 |
| 22 |
Zijin Mining Group Co Ltd-H
2899 · Hong Kong
|
$113B |
56/100
Media
|
— |
16.2%low 6.6% |
10 yr+ |
0.5× |
16% |
— |
FY2025 |
| 23 |
Xiaomi Corp
1810 · Hong Kong
|
$95B |
56/100
Media
|
48/100 |
12.8%low 1.7% |
8 yr |
Net cash |
16% |
Xiaomi Group Long-Term Owner-Oriented Research17 de mayo de 2026 · Vigilar |
FY2025 |
| 24 |
WuXi Biologics
2269 · Hong Kong
|
$20B |
56/100
Media
|
52/100 |
13.2%low 6.3% |
10 yr+ |
Net cash |
43% |
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount12 de junio de 2026 · Mantener |
FY2025 |
| 25 |
OmniVision Integrated Circuits Group, Inc.
0501 · Hong Kong
|
$14B |
55/100
Media
|
— |
12.6%low 2.6% |
10 yr+ |
Net cash |
26% |
— |
FY2025 |
| 26 |
Orient Overseas International Ltd
0316 · Hong Kong
|
$13B |
55/100
Media
|
— |
18.2%low -4.9% |
9 yr |
Net cash |
21% |
— |
FY2025 |
| 27 |
GIGADEVICE
3986 · Hong Kong
|
$66B |
54/100
Media
|
— |
12.5%low 1.1% |
10 yr+ |
Net cash |
36% |
— |
FY2025 |
| 28 |
CNOOC Ltd
0883 · Hong Kong
|
$145B |
52/100
Media
|
— |
12.9%low 0.2% |
10 yr+ |
Net cash |
71% |
— |
FY2025 |
| 29 |
Tencent Music Entertainment Group
1698 · Hong Kong
|
$16B |
49/100
Floja
|
— |
7.3%low 0.4% |
10 yr+ |
Net cash |
36% |
— |
FY2025 |
| 30 |
Trip.com Group Ltd
9961 · Hong Kong
|
$30B |
48/100
Floja
|
— |
4.6%low -3.2% |
4 yr |
Net cash |
79% |
— |
FY2025 |
| 31 |
CLP Holdings
0002 · Hong Kong
|
$25B |
45/100
Floja
|
— |
8.8%low 1.0% |
10 yr+ |
0.6× |
28% |
— |
FY2025 |
| 32 |
CMOC Group Ltd
3993 · Hong Kong
|
$47B |
44/100
Floja
|
— |
11.6%low 4.6% |
10 yr+ |
Net cash |
19% |
— |
FY2025 |
| 33 |
JD Logistics Inc
2618 · Hong Kong
|
$12B |
42/100
Floja
|
— |
-4.0%low -41.8% |
3 yr |
Net cash |
7% |
— |
FY2025 |
| 34 |
Galaxy Entertainment Group Ltd
0027 · Hong Kong
|
$19B |
36/100
Floja
|
— |
9.7%low -5.9% |
3 yr |
Net cash |
45% |
— |
FY2025 |
| 35 |
China Resources Power Holding
0836 · Hong Kong
|
$13B |
36/100
Floja
|
— |
8.9%low 2.4% |
10 yr+ |
1.9× |
33% |
— |
FY2025 |
| 36 |
Kuaishou Technology
1024 · Hong Kong
|
$24B |
32/100
Débil
|
51/100 |
-108.0%‡low -585.3% |
3 yr |
Net cash |
43% |
Kuaishou Technology: A Deep Dive14 de junio de 2026 · Compra cautelosa |
FY2025 |
| 37 |
DELTON
1989 · Hong Kong
|
$11B |
25/100
Débil
|
— |
7.2%low -17.3% |
3 yr |
0.2× |
51% |
— |
FY2026 |
| 38 |
Sands China Ltd
1928 · Hong Kong
|
$15B |
24/100
Débil
|
— |
8.9%low -118.0% |
3 yr |
4.0× |
67% |
— |
FY2025 |