What changed
C&D INTL GROUP ($1908.HK) univ 100/sec 100, +5.1%, conf 74: ↑earnings yield vs bonds, ↑illiquidity, ↑fwd/trail P/E. HONGQIAO HOLDINGS ($002379.SZ) univ 99/sec 100, +5.0%, conf 74: cheapness plus ↓6m mom. CHINA TAIPING ($0966.HK) univ 99/sec 100, +5.0%, conf 74: cheapness plus ↑illiquidity.
Vipshop Holdings Limited ($VIPS) univ 99/sec 100, +4.6%, conf 74: ↑EPS revision accelerating, ↑earnings yield vs bonds, ↑fwd/trail P/E. Want Want China Holdings Limited ($0151.HK) univ 99/sec 100, +4.6%, conf 74: ↑illiquidity, ↑earnings yield vs bonds, ↑downside risk. Full Truck Alliance Co. Ltd. ($YMM) univ 99/sec 100, +4.6%, conf 74: ↑EPS revision accelerating, ↑illiquidity, ↑earnings yield vs bonds.
Eoptolink Technology Inc., Ltd. ($300502.SZ) univ 99/sec 99, +4.6%, conf 73: ↓illiquidity, ↑EPS revision trend, ↑downside risk. PetroChina Company Limited ($0857.HK) univ 98/sec 100, +4.4%, conf 74: ↑earnings yield vs bonds, ↑12mo momentum, ↑fwd/trail P/E. Watch if earnings yield vs bonds keeps carryin
Why it matters
C&D INTL GROUP ($1908.HK) univ 100/sec 100, +5.1%, conf 74: ↑earnings yield vs bonds, ↑illiquidity, ↑fwd/trail P/E. HONGQIAO HOLDINGS ($002379.SZ) univ 99/sec 100, +5.0%, conf 74: cheapness plus ↓6m m