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W I(%) 6 97.83 -0.6055 /KG f -0.0873 /KG f -0.1163 , / $1.12 0.6404 / f -0.8597 | W I(%) ,sb= ($/B) 111.0 3.05 = ($/B) 107.5 3.09 PP ( /g) 393.9 -0.71 P ($/Ozh 1,932.8 1.09 c ($/Ozh 25.0 1.25 LME b ($/T) 10,390.3 0.40 f6 2,369.0 -1.99 ETF W() I(%) I_&P 22.40 1.266 A50 15.71 2.949 X J A50 ( ) 16.22 3.444 * .hk l u* (* )U9cU UCy o 4 t (02370.HK)o - (02179.HK)o cj (09638.HK)C $a osoWoCPyQU$kwt1U:oC%8XgUK:C%8Xos9,KU k*1GoGk+f9sGPP$oksn +KosUC % kkYskk%so*+Ks Cos*k0UkyKYooGnk)GUKkY*Uo 5 u5 %HJkOPXCk-o6 174 4qkAvFk4 12.3%k_ 2.3%og (00939.HK) v 11.6%k_ 0.9%o4kMO (00005.HK) 0.8% 53.95 kA (00388.HK) 1.1% 376.2kD (00023.HK) _ 1.9%C 2.4%o /: (01024.HK) v&Cvtk_ 8.3%4k 6.2%o (00700.HK) 0.9% 380.6kL (09988.HK) 0.4% 113.9 o : X (01918.HK) (31 )%ST4Kkk_ 18.4% oK-(02007.HK) vHv 13%uTwk_ 6.3%kcK (06098.HK) 9.7%o 3!k7 (00813.HK) oj& (01813.HK) C- (03883.HK) _ 17.6% 19.6%kP7 (00817.HK) o:A (00884.HK) C(03380.HK) _ 11.9% 14.1%k (02202.HK) o& (02777.HK) oD) (03383.HK) CK-(02007.HK) _ 6.7% 8.5% o(01209.HK) 5.8%o 7:a(00175.HK) Vz(09866.HK) _4.5%C5.2%oxV(02333.HK) C4n(09868.HK) _10.1%C8.7%oA(01211.HK) v5;28%k_Q3.6%o T ,saGJk,ga-ku46aocafooHka 1.5%kuY%qo 6& 100 6 41.5 0.6%kv 7,578.75 o DAX6 214.28 1.5%kv 14,606.05oc CAC406 50.57 0.7%kv 6,741.59 o pd54 - ByIPO7v90%a M2Lz - a Jccz pN= iV i5 z z 2379.HK t 3 25 3 31 9638.HK cj 3 25 3 31 2179.HK -B 3 24 3 31 6639.HK 6 3 14 3 22 u=c iV i5 %z(%) %t(%) 0866.HK L6G +45.2% +45.2% 3893.HK +36.4% +42.9% 0928.HK Ay +31.9% +44.2% 0627.HK X:e +30.0% +30.0% 0337.HK +25.4% +35.2% 1661.HK +25.0% +45.6% 1623.HK O +24.6% +14.1% 1842.HK +23.0% +28.2% 0244.HK +21.9% +20.0% 1022.HK +21.6% +17.0% * .hk l u* (* )U9cU UCy o 4 t (02370.HK)o - (02179.HK)o cj (09638.HK)C $a osoWoCPyQU$kwt1U:oC%8XgUK:C%8Xos9,KU k*1GoGk+f9sGPP$oksn +KosUC % kkYskk%so*+Ks Cos*k0UkyKYooGnk)GUKkY*Uo R o36C64fkC%gkaJoKyGkau (1 )bGo36z 20 4Fk 67 35,361 k4kAa 235 35,038 kva5vtqo 3FWu6 65.38 0.2% kv35,228.81 o6 500 6 29.15 0.6%kv 4,602.45 o6 177.37 1.2%kv 14,442.27 o (UNH.US) 2%kq36oW6 (WMT.US) 1.8%o (HD.US) CSalesforce(CRM.US) _ 2.9%kq36o Visa(V.US) f 1.8%of9k* (QCOM.US) 5.2%k (AMAT.US) C (NXPI.US) _ 4%C 3.8%o pP %Eu8HJ6kfwZHsDo=_ ouTvo 3 ADP K 45.5 Kks 45Kk 47.5 Ko PCE _6v 5%k9 2%oX6 14.9%k 1295.1 kvzJuo .D 2022 v$CNQkwe94O%k; Model Yk% 2023 v 1 AVo 01 Y 16 LPg Axis Bank -cg o Uc iV i5 W($) p(%) AMD AMD 119.22 -3.25% AMC AMC)Oa 25.68 -12.77% AAPL Tw 177.77 -0.67% MU a 79.16 -3.52% SOFI SoFi Technologies Inc 9.77 -3.65% F XV 17.27 -2.70% SWN Southwestern 7.1 1.43% NVDA 6m 276.9 -3.37% HOOD Robinhood Markets Inc 14.56 -8.49% BAC cg 43 -1.01% Uc iV i5 W($) p(%) NIO VzV 22.16 1.28% DIDI a 2.94 -3.92% BEKE 13.11 2.26% BABA L 116.58 -0.11% LU PO 5.81 -2.35% TME ) 4.98 -4.41% XPEV 4nV 28.44 0.85% PDD 0 43.76 -1.22% JD G 61.49 -1.98% LI V 27.13 1.99% /Uc iV i5 W($) p(%) AMD AMD 119.22 -3.25% AAPL Tw 177.77 -0.67% MU a 79.16 -3.52% NVDA 6m 276.9 -3.37% PLTR Palantira 13.88 -2.25% NLSN ?6O 27.03 1.16% MSFT 313.86 -0.49% INTC 66 51.43 -1.57% AFRM Affirm Holdings Inc 46.75 -2.91% SQ Blocka 140.1 -4.59% * .hk l u* (* )U9cU UCy o 4 t (02370.HK)o - (02179.HK)o cj (09638.HK)C $a osoWoCPyQU$kwt1U:oC%8XgUK:C%8Xos9,KU k*1GoGk+f9sGPP$oksn +KosUC % kkYskk%so*+Ks Cos*k0UkyKYooGnk)GUKkY*Uo p p Y Zc5 02370.HK t HK$: 4.1 (01622.HK)t (02370.HK)OA5ao)a ?G_ 4.1k%_8 (4.1 5.1 )_kGB 0.99 k? 500 k% 48.62%o 7%_ 4.1ka 8.2 Lk7W P/E 21 o Kco )a 1.56 Lk 55%19,L#+CvkkY%5%y$8CJz 15%19ECU68Qz 10%19UtkYUCz 10%19Q(mzC 10%19%(CHPo GAyAuVPkt&u 4.1 kY&yv 4.57 ka_ 4.1 k 47 &711.5%kA 20.2 o t?|.k$x?sooAFC#o 2018 vB6c$%o 2021 v 9 k) 91 ke 15.1 uky9 11 .oaC 28 a133 )ke 23.5 uo *goCQhDvo 8%v,2kv 260 kcA 62.5%o C 57.5 kcA50.8%zC 33.3%k 2.6% ogzu 30.7kcA 132.9%ktuxoH 56 k 30.1%oM%)auoku 14.3 ek , s 22.3 kcA5 27.1%o Y Zc5 02179.HK -B HK$: 28.4 9 2021 vy h9 HPV #HOTYBG HOTY OA5ao)a ?G_ 24.8 k%_,ckGB 9.65 k? 500 k% 9.28%o 7%_ 28.4 ka 136 Lom%yHOTYkDREC603k)9III%yHOTYBGC(020vk,OWo 91#HOTYPgfo92019vC2020vC2021v92,kBG63.3o130.5C371.8o * .hk l u* (* )U9cU UCy o 4 t (02370.HK)o - (02179.HK)o cj (09638.HK)C $a osoWoCPyQU$kwt1U:oC%8XgUK:C%8Xos9,KU k*1GoGk+f9sGPP$oksn +KosUC % kkYskk%so*+Ks Cos*k0UkyKYooGnk)GUKkY*Uo p p Y Zc5 09638.HK cj HK$: 22.88 &Dcj (09638.HK)OA5ao )aG 8,358 k ?G_ 22.88 k%_8 (21.82 28.24 )kGB 0.07 k?100 k% 92.41%o 7%_ 22.88 ka 76.5 Lk7W P/E 23 o GO oPOCGO 5 dk 4,431.62ak)G4Gg13.26%o 4k)a 17.71 Lk 68%19Dk%5PHz 24%19w+Bz 8%19%5GJPztYC9U%c(o GAyAuVPk5cja(09638.HK)&z 3.8% 22 BNk 23.9kv 23.15 ka_ 22.88 k 27 &71.2%kA 66.4 o G3Yk7 2020 vvk6GHMRaMRU o 8%v,k v 669.6 kcA67.5%o Hu =Cu 310.6 kcA 51.2%z 93.7 k 44.8%zKt 80.4 k 18.8%zC 60.0 k 27.6%o H 46.2 gvc&C 7.1 ho 2021 ,scA 4.7 k 32.1 o j Y Zc5 j r 06618.HK G y 1 HK$: 70.0 yGns6G (06618.HK) vv7v58%kDf7v 56%Pog6Gv (02618.HK) 19 TSC0 400 TSkw+f%QoAPzvx=DvkkCvOogG 3vAPzvx4klCo ggOvGbkw%o/!zCk%z!v%vJgk4O+ogC,/AVDk4uVCAo g+GOvsI_y (non-IFRS)3% 8%ku|wCaa51u4I_cog4+Go1ok)_ 130.5 70 kFc)aI_!vqo Y Zc5 j r 00909.HK : y 4 HK$: .10.0 yGnBos6k: (00909.HK) vPPk ERP C: (CRM Cloud)9!vvx$ogHOCHOkAL9Ov8C!vQ14HVo!9D+2iUxkYC_(k4o gk:Ov ERP v17v 13%kOv4BGUXCI9k+ 2022 2023 vvy 1% 2%k?I_yC 26% 30%k)_ 20 10 koaoo4o o* .hk l u* (* )U9cU UCy o 4 t (02370.HK)o - (02179.HK)o cj (09638.HK)C $a osoWoCPyQU$kwt1U:oC%8XgUK:C%8Xos9,KU k*1GoGk+f9sGPP$oksn +KosUC % kkYskk%so*+Ks Cos*k0UkyKYooGnk)GUKkY*Uo * .hk l u* (* )U9cU UCy o 4 t (02370.HK)o - (02179.HK)o cj (09638.HK)C $a osoWoCPyQU$kwt1U:oC%8XgUK:C%8Xos9,KU k*1GoGk+f9sGPP$oksn +KosUC % kkYskk%so*+Ks Cos*k0UkyKYooGnk)GUKkY*Uo gtU: CT_International iaZ :e3 181 Zz 24 ! 2401-03 yg 852h 37132901 n1yg 852h 37132903 C yg 86h 40063 96336 yg 852h 3713 2919 =y
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