What changed
Kuaishou Technology ($1024.HK) is the cleanest value print: ↑ earnings yield vs bonds, ↑ fwd/trail P/E, but ↓ EPS revision accelerating. Eoptolink Technology Inc., Ltd. ($300502.SZ) is the opposite: ↓ illiquidity drags, while ↑ EPS revision trend and ↑ downside risk push it. Both are univ 100%, sec 100%.
BIWIN Storage Technology Co., Ltd. ($688525.SS) is Kuaishou-like: ↑ earnings yield vs bonds, ↑ downside risk, ↓ EPS revision accelerating. Want Want China Holdings Limited ($0151.HK) is defensive with a value kick: ↑ earnings yield vs bonds, ↑ illiquidity, ↑ downside risk. Consumer Defensive sec 100%.
HONGQIAO HOLDINGS ($002379.SZ) brings value plus ↑ fwd/trail P/E, but ↓ 6mo momentum is the tell. CNBM ($3323.HK) flips the value script: ↑ illiquidity, ↑ downside risk, ↓ earnings yield vs bonds. Basic Materials gets two slots, both sec 99%+.
CHINA TAIPING ($0966.HK) is the financials value/quality combo: ↑ earnings yield vs bonds, ↑ fwd/trail P/E, ↑ illiquidity. CICC ($3908.HK) is revis
Why it matters
Kuaishou Technology ($1024.HK) is the cleanest value print: ↑ earnings yield vs bonds, ↑ fwd/trail P/E, but ↓ EPS revision accelerating. Eoptolink Technology Inc., Ltd. ($300502.SZ) is the opposite: ↓