17 June, 2026

ACCOUNTING WATCHLIST

Stocks to keep an eye on

Gillem Tulloch
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nigel-stevenson gillem-tulloch wisetech-global-ltd-wtc-au mark-webb celltrion-inc-068270-ks zoomlion-heavy-industry-science-and-technology-co-ltd-000157-ch-1157-hk china-vanke-co-ltd-2202-hk-200002-ch byd-company-limited-1211-hk-002594-ch jd-com-inc-jd-us-9618-hk geely-automobile-holdings-ltd-0175-hk iflytek-co-ltd-002230-ch interglobe-aviation-ltd-indigo-in csl-ltd-csl-au jiangsu-hengrui-pharmaceuticals-co-ltd-1276-hk-600276-ch midea-group-co-ltd-000333-ch-300-hk techtronic-industries-co-ltd-669-hk pinduoduo-inc-pdd-holdings-pdd-us nio-inc-nio-us-9866-hk gds-holdings-ltd-gds-us-9698-hk nidec-corporation-6594-jp shenzhen-mindray-bio-medical-electronics-co-ltd-300760-ch ke-holdings-inc-2423-hk-beke-us seres-group-co-ltd-601127-ch-9927-hk kuaishou-technology-1024-hk aier-eye-hospital-300015-ch sensetime-group-inc-0020-hk guoxuan-high-tech-co-ltd-gotion-high-tech-co-ltd-002074-ch naura-technology-group-co-ltd-002371-ch alchip-tech-3661-TT kalyan-jewellers-india-ltd-kalyankj-in supcon-technology-co-ltd-688777-ch kaynes-technology-india-ltd-kaynes-in geovis-technology-co-ltd-688568-ch hybe-co-ltd-352820-ks accounting-watchlist goldwind-science-and-technology-co-ltd-002202-ch-2208-hk e-ink-holdings-inc-8069-tt pi-industries-ltd-pi-in varun-beverages-ltd-vbl-in
Insights
19 May, 2026

NEWSLETTER: GDS HOLDINGS

Do Data Centres Earn Their Keep?

Mark Webb
GDS Holdings is a reminder that an appealing industry can struggle to generate an appealing return. Data centres are one of the market’s favourite infrastructure themes: cloud demand, artificial intelligence, digitalisation, outsourcing, and the endless growth in data consumption all point in the same direction. On paper, that sounds like a very attractive place to be. The question, though, is...
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1 December, 2023

NEWSLETTER: EVERGRANDE (3333 HK)

Never profitable

Fredrik Oeqvist
Evergrande’s much delayed and recently published 2021 annual report makes clear that it significantly overstated revenue and earnings – most likely for many years. Contrary to what some people think, Evergrande was not so much a victim of tightened liquidity or a COVID-induced property market downturn; its problems were far more fundamental – there were never any profits....
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