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Not so good August - Hong Kong

August was not a very good month as the portfolio was down -6.6% as against HSI being down by 3.5%. Major reason was BYD, Power Assets and WH group. Following are the recommendations for the month of September 2022:


  1. HSBC Holdings (5 HK)

  2. China Mobile (941 HK)

  3. BYD (1211 HK)

  4. Galaxy Entertainment (27 HK)

  5. CK Asset (1113 HK)

  6. BOC Hong Kong Holdings (2388 HK)

  7. China Petroleum (386 HK)

  8. MTR Corp (66 HK)

  9. Petrochina (857 HK)

  10. China Overseas Land and Investments (688 HK)

  11. Budweiser Brewing (1876 HK)

  12. China Unicom (762 HK)

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