Chinese Insurance giant Ping An continues to struggle above $HK100 and we feel there are better opportunities elsewhere to gain exposure to China, especially in the tech space where we feel they are likely to perform strongly in the years ahead.
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Monthly Update: Portfolio performance and positioning during October
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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DroneShield (DRO) v Electro Optic Systems (EOS)
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Buy Hold Sell: The best and worst performers of FY25
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is still considering taking a small profit on Ping An around current levels
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Monthly Update: Portfolio performance and positioning during October
Recorded Thursday 6th November
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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DroneShield (DRO) v Electro Optic Systems (EOS)
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