Model is leaning into China healthcare and value/illiquidity, not broad beta. Earnings yield vs bonds is the dominant driver in 5 of 10. Book: +5.7% to +8.4%, median conf 74. Healthcare 4 of 10, tech

Want Want China Holdings Limited ($0151.HK) tops it: Consumer Defensive, univ/sec 100%, +8.4%, conf 74. Earnings yield vs bonds, illiquidity, fwd/trail P/E all up. Kuaishou Technology ($1024.HK) same earnings-yield kicker, but EPS revision accelerating drags. Comm Services. Eoptolink Technology Inc., Ltd. ($300502.SZ) is tech: illiquidity is a drag, EPS revision trend and downside risk lift it. CHANGSHAN PHARMA ($300255.SZ) is healthcare but value factors flip: earnings yield vs bonds and fwd/trail P/E down, downside risk carries it. DIAN TOU ENERGY ($002128.SZ) is the energy outlier: fwd/trail P/E and earnings yield vs bonds lift, EPS revision accelerating drags. 3SBio Inc. ($1530.HK) is cleaner healthcare: earnings yield vs bonds, illiquidity, fwd/trail P/E all up. CNBM ($3323.HK) is Basic Materials: illiquidity and downside risk up, earnings yield vs bonds down. BIWIN Storage Technology Co., Ltd. ($688525.SS) keeps tech bid via earnings yield vs bonds and downside risk, but EPS revi

Want Want China Holdings Limited ($0151.HK) tops it: Consumer Defensive, univ/sec 100%, +8.4%, conf 74. Earnings yield vs bonds, illiquidity, fwd/trail P/E all up. Kuaishou Technology ($1024.HK) same