6m book is +5.9% to +7.4%, thin. China (MCHI) top 10 leans on earnings yield vs bonds in 7 of 10. Confidence mostly 74. Model weight is cheapness, low liquidity, and reversal risk. Momentum is the mai

Kuaishou Technology $1024.HK is univ 100%, sec 100%, +7.4%, conf 74. Earnings yield vs bonds and fwd/trail P/E push it up. 6mo momentum drags. Top of book, but not a momentum name. HONGQIAO HOLDINGS $002379.SZ is univ 100%, sec 100%, +6.8%, conf 74. Same cheapness drivers. EPS revision accelerating is a negative. Value bid, estimate cuts. Dajin Heavy Industry Co.,Ltd. $002487.SZ is univ 100%, sec 100%, +6.5%, conf 74. Downside risk and 60d volatility lift it. 6mo momentum is the drag. High vol name getting a quant bid. TAL Education Group $TAL is univ 99%, sec 100%, +6.5%, conf 74. 12mo momentum and max drawdown are up drivers, plus earnings yield vs bonds. This one has real momentum, unlike the top pick. Vipshop Holdings Limited $VIPS is univ 99%, sec 100%, +6.3%, conf 74. EPS revision accelerating, earnings yield vs bonds, illiquidity all push up. Consumer Cyclical rank at top. HUAYU Automotive Systems Company Limited $600741.SS is univ 99%, sec 98%, +6.2%, conf 73. Same earnings yie

Kuaishou Technology $1024.HK is univ 100%, sec 100%, +7.4%, conf 74. Earnings yield vs bonds and fwd/trail P/E push it up. 6mo momentum drags. Top of book, but not a momentum name. HONGQIAO HOLDINGS $