Earnings Echo
Earnings moves, volatility crush, post-earnings momentum
China Construction Bank Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 28 August 2026 China Construction Bank Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in…
The Market Has Already Paid Up for Meituan
Earnings Preview · 28 August 2026 The Market Has Already Paid Up for Meituan Where our screen stands going in Fails the principled screen, Debt…
Meituan: A High Bar and No Cushion Into the Print
Earnings Preview · 28 August 2026 Meituan: A High Bar and No Cushion Into the Print Where our screen stands going in Fails the principled…
BOC Hong Kong: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 28 August 2026 BOC Hong Kong: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…
Bank of Communications: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 28 August 2026 Bank of Communications: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…
BYD Limited Goes In 29% Under Our Fair Value
Earnings Preview · 28 August 2026 BYD Limited Goes In 29% Under Our Fair Value Where our screen stands going in Fails the principled screen,…
A 26% Margin of Safety Meets BYD Limited’s Print
Earnings Preview · 28 August 2026 A 26% Margin of Safety Meets BYD Limited’s Print Where our screen stands going in Fails the principled screen,…
Bank of China Reports Today: Strong Company, Failed Screen
Earnings Preview · 28 August 2026 Bank of China Reports Today: Strong Company, Failed Screen Where our screen stands going in Fails the principled screen,…
China Construction Bank Reports Today: Strong Company, Failed Screen
Earnings Preview · 28 August 2026 China Construction Bank Reports Today: Strong Company, Failed Screen Where our screen stands going in Fails the principled screen,…
Industrial Commercial Bank: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 28 August 2026 Industrial Commercial Bank: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…