2202 HK Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 17, 2025	Platinum Asia Fund	3.9%	-	039030 KS, 2202 HK, MYOR IJ, TSM	Asia Equities, governance reform, industrials, shareholder returns, valuation re-rating	The letter highlights improving corporate governance in Asia, particularly South Korea, as a catalyst for valuation re-rating. Regulatory reforms, shareholder-friendly policies, and capital discipline are positioned as unlocking long-suppressed value. Asias industrial depth and technology leadership reinforce the long-term opportunity set.	TSM 2202 HK MYOR IJ	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Cameron Robertson	China Vanke Co., Ltd.	Real Estate	Real Estate Development	Bull	New York Stock Exchange	China, contrarian, Cyclicals, policy support, Real Estate, restructuring	View Pitch

BSD Shareholders of 2202-HK

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

2202-HK

2202-HK

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 2202-HK

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