What changed
Want Want China Holdings Limited ($0151.HK) is top rank: univ/sec 100, +11.9%, conf 72. ↑ earnings yield vs bonds, ↑ vol instability, ↑ illiquidity. New China Life Insurance Company Ltd. ($1336.HK) +10.2%, conf 72 — same ↑ earnings-yield anchor, but ↑ downside risk is the differentiator. CHINA TAIPING ($0966.HK) +9.7%, conf 71 — ↑ illiquidity and ↑ fwd/trail P/E add to the insurance trade.
C&D INTL GROUP ($1908.HK) +9.7%, conf 72 — real estate sec 100, ↑ earnings yield, ↑ vol instability, ↑ illiquidity. 3SBio Inc. ($1530.HK) +9.6%, conf 72 — healthcare sec 100, ↑ illiquidity, ↑ fwd/trail P/E. Kuaishou Technology ($1024.HK) +9.2%, conf 72 — comm services sec 100, ↑ fwd/trail P/E, ↑ vol instability, not just cheap earnings.
China Railway Group Limited ($0390.HK) +8.7%, conf 72 — industrials sec 100, but ↑ vol instability goes ↓. That's the tell: model likes illiquidity and earnings yield, less the volatility here. Ganfeng Lithium Group Co., Ltd. ($1772.HK) +8.6%, conf 72 — ↑ EPS revision
Why it matters
Want Want China Holdings Limited ($0151.HK) is top rank: univ/sec 100, +11.9%, conf 72. ↑ earnings yield vs bonds, ↑ vol instability, ↑ illiquidity. New China Life Insurance Company Ltd. ($1336.HK) +1