China & Hong Kong Stock Picks (May 2025)
Emerging Market SkepticChina & Hong Kong Stock Picks (May 2025)Copy linkFacebookEmailNotesMoreChina & Hong Kong Stock Picks (May 2025)Who is the Chinese EV Evergrande 2.0 + Li Auto, Xiaomi, PDD Holdings, Haier, Yum China, Vitasoy, Wharf Holdings, Luk Fook Holdings, Nissin Foods, Swire Properties, Link REIT, Cafe De Coral, AIA, etc.Jun 13, 2025∙ PaidShare this postEmerging Market SkepticChina & Hong Kong Stock Picks (May 2025)Copy linkFacebookEmailNotesMore1ShareOur June 9th post noted how around the 1:25:47 mark in the latest episode of The China Show discussed how Chinese EVs are increasingly a huge Ponzi scheme just like what happened some years ago with shared bicycles.
Desmond Shum, the author of Red Roulette: An Insider's Story of Wealth, Power, Corruption, and Vengeance in Today's China and who’s billionaire (now ex-) wife Whitney Duan (Duan Weihong) “disappeared” for several years in a corruption crackdown, recently added to the speculation by posting this on X:
In addition, he also speculated about who is “Evergrande 2.0” in China’s auto sector:
Stocks covered by a couple of equity research providers in this post:
[Note: On desktop browsers, an autogenerated table of contents will appear on the left side linked to each stock. I will add those links below after publishing/emailing this post…]Sany Heavy Equipment International Holdings, Li Auto Inc., Xiaomi, PDD Holdings, Kuaishou Technology, EHang Holdings, Meituan, Tongcheng Travel, BaTeLab, Topsports, Baozun, Kanzhun Limited, iQIYI, Baidu, Xpeng Inc., Weibo, Sun Art Retail Group Ltd, ZTO Express, Naura Technology, Bilibili, Trip.com, Leapmotor, Geely Automobile, Angelalign, Alibaba, Ke Holdings, NetEase, Nexteer Automotive Group, VSTECS Holdings, CGN Mining, InnoCare Pharma, Tencent, JD.com, Tencent Music Entertainment Group, Hua Hong Semiconductor, Foxconn Interconnect Technology (FIT Hon Teng), BeiGene, Haier Smart Home, Yum China, China Life Insurance & Will Semiconductor Co Ltd
Hong Kong stocks:
[Note: Access to some DBS Insights Direct pieces might be restricted depending on your location or browser.]AP by OMG
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Originally posted on: https://emergingmarketskeptic.substack.com/p/china-hong-kong-equity-research-may-2025