What changed
Kuaishou Technology ($1024.HK) tops it: +4.8%, conf 74, univ/sec 100. ↑ earnings yield vs bonds, ↑ fwd/trail P/E, ↓ EPS revision accelerating. China Taiping ($0966.HK) same cheapness, ↑ downside risk. Vipshop Holdings Limited ($VIPS) is cleaner: ↑ EPS revision accelerating, ↑ earnings yield, ↑ fwd/trail P/E.
Want Want China Holdings Limited ($0151.HK) is defensive + illiquid: ↑ earnings yield, ↑ illiquidity, ↑ downside risk. CNBM ($3323.HK) leans ↑ illiquidity, ↑ downside risk, but ↓ earnings yield vs bonds. CICC ($3908.HK) is different: ↑ EPS revision accelerating, ↑ downside risk, ↑ 60d vol, conf 73.
Tech cluster is real. Hua Hong Grace Semiconductor Limited ($1347.HK): ↑ downside risk, ↑ 60d vol, ↓ earnings yield — not cheap. Full Truck Alliance Co. Ltd. ($YMM): ↑ EPS revisions, ↑ illiquidity, ↑ earnings yield. Eoptolink Technology Inc., Ltd. ($300502.SZ): ↓ illiquidity, ↑ EPS revision trend, ↑ downside risk.
DIAN TOU ENERGY ($002128.SZ): +3.9%, conf 74, Energy sec 100. ↑ fwd/trail
Why it matters
Kuaishou Technology ($1024.HK) tops it: +4.8%, conf 74, univ/sec 100. ↑ earnings yield vs bonds, ↑ fwd/trail P/E, ↓ EPS revision accelerating. China Taiping ($0966.HK) same cheapness, ↑ downside risk.