Research
Bingo Group (8220.HK): The Hidden Gem Poised for a 30x Surge?
In a market where alpha is increasingly scarce, an analysis of Bingo Group (8220.HK) as a potential asymmetric opportunity at the intersection of AI and gaming in Hong Kong.
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Research
Solomon Macro: A Static Analysis of Tariff War 2.0's Impact on China
A static analysis of Tariff War 2.0's quantitative impact on China. Assessment of trade flow disruptions, GDP drag estimates, and market positioning implications for investors with Chinese exposure.
News
Solomon Macro: Tariff War 2.0
Asian markets and US futures tumbled following Trump's announcement of sweeping global tariffs. A rapid-response macro analysis of the initial market reaction and positioning implications.
Research
2338.JP Quantum: Japan's Underrated AI Gem with Global Ambitions
The global AI revolution is underway, and Japanese companies are catching up rapidly. Analysis of Quantum Solutions (TSE: 2338) as Japan's underrated AI play with global ambitions.