Model is leaning on one thing: earnings yield vs bonds is the top driver in 10 of 10. Not a sector bet — Financial Services only 2, Consumer Defensive 1, Healthcare 1. It’s buying top-decile cheap cas

Want Want China Holdings Limited ($0151.HK) is the top print at +7.8%, conf 72. Consumer Defensive, univ/sec 100. Earnings yield is the common thread; what’s different: ↑vol instability and ↑fwd/trail P/E. 3SBio Inc. ($1530.HK) at +7.1%, conf 72. Healthcare, sec 100. Same cheapness, plus ↑fwd/trail P/E and ↑illiquidity. C&D INTL GROUP ($1908.HK) +7.0%, conf 72. Real Estate, univ/sec 100. Earnings yield common; the kickers are ↑vol instability and ↑illiquidity — that’s a junky real estate signal, not a quality one. CHINA TAIPING ($0966.HK) +6.4%, conf 72. Financial Services, univ 99 / sec 100. Same cheapness, plus ↑illiquidity and ↑fwd/trail P/E. Vipshop Holdings Limited ($VIPS) +6.3%, conf 72. Consumer Cyclical, univ/sec 99/100. Earnings yield common; ↓vol instability is the tell — lower vol helps, and ↑illiquidity is doing work. DIAN TOU ENERGY ($002128.SZ) +6.1%, conf 72. Energy, univ/sec 99/100. Weaker earnings-yield kick, ↑fwd/trail P/E, but ↓12mo momentum. GDS Holdings Limited ($9

Want Want China Holdings Limited ($0151.HK) is the top print at +7.8%, conf 72. Consumer Defensive, univ/sec 100. Earnings yield is the common thread; what’s different: ↑vol instability and ↑fwd/trail