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UBTECH ROBOTICS Position Update

UBTECH ROBOTICS (9880.HK): TRIMMING HALF, WATCHING THE REST

July 07, 2026 •
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FundamentalAnalysis TCEHY

Tencent Holdings Ltd. - Stock Analysis

We maintain our existing position in Tencent Holdings following the company’s Q1 2026 earnings report, which reaffirmed the core thesis underpinning our investment

May 17, 2026 • • 551 views
FundamentalAnalysis BABA

Alibaba Group Holding Ltd. - Stock Analysis

Alibaba Group reported Q4 FY2026 earnings on May 13, 2026 that lay bare the central tension defining the company’s investment case

May 17, 2026 • • 314 views
FundamentalAnalysis IBM

IBM: Long-Term Entry

We are initiating a position in International Business Machines Corporation (IBM) as a core long-term holding.

Apr 22, 2026 • • 412 views