HK Insider-Signal Picks — Performance Scorecard (as of 2026-10-08)
All 108 stocks valued & published to hkse-stock-research since 23 May 2026 · prices as of 2026-10-08
Picks tracked
108
54 buy · 28 hold · 26 avoid/sellBuy-side avg return
-5.3%
median -4.0% · 37% upBuy-side vs Hang Seng
-1.3%
57% beat the HSIAvoid/Sell calls right
46%
fell in price · 38% lagged HSIHang Seng since first pick
-7.1%
benchmarkBottom line: no edge yet. The ratings have pointed the wrong way so far.
- Buy-rated picks average -5.3% (median -4.0%). Only 37% are up. The Hang Seng fell over the same windows, so on average they roughly matched it (-1.3% excess, 57% beat it).
- The highest-conviction tier, Moderate Buy, did worst: -9.0% average, and only 1 of 11 is up.
- Avoid/Sell picks rose +2.6% on average (median +2.4%). Only 46% fell, which is worse than a coin flip. The stocks we told you to avoid did better than the ones we rated Buy (spread -7.9% on averages, -6.5% on medians).
- Caveat: holding periods range from a few days to 4½ months, in a falling market (HSI -7.1% since first pick). Micro-cap returns are noisy. Even so, 108 picks is enough to say the valuation step isn't adding value yet.
Playbook v1 vs v2
v2 added live-price valuation, red-flag checks and hard rating caps (post-mortem). v2 picks have shorter holding periods, so compare vs-HSI figures.
| Playbook | Group | # | Avg | Median | Avg vs HSI | % up |
|---|---|---|---|---|---|---|
| v1 (to 8 Oct 2026) | Buy-rated | 54 | -5.3% | -4.0% | -1.3% | 37% |
| v1 (to 8 Oct 2026) | All | 108 | -3.6% | -3.6% | +0.7% | 39% |
| v2 (from 9 Oct 2026) | Buy-rated | 0 | no picks yet | |||
| v2 (from 9 Oct 2026) | All | 0 | no picks yet | |||
By rating
| Rating | # | Avg return | Median | Avg vs HSI | Call correct* |
|---|---|---|---|---|---|
| Moderate Buy | 11 | -9.0% | -5.2% | -6.3% | 9% |
| Speculative Buy | 43 | -4.4% | -3.7% | -0.0% | 44% |
| Hold | 24 | -6.7% | -4.4% | -2.8% | — |
| Speculative Hold | 4 | -2.1% | -2.6% | +3.9% | — |
| Avoid | 19 | -1.8% | +6.2% | +3.2% | 42% |
| Speculative Sell | 7 | +14.7% | -10.0% | +19.1% | 57% |
Buy-side picks by month published
| Month | # | Avg | Median | Avg vs HSI | % up |
|---|---|---|---|---|---|
| 2026-05 | 5 | -20.7% | -6.9% | -14.1% | 20% |
| 2026-06 | 13 | -8.9% | -4.5% | -7.7% | 38% |
| 2026-07 | 19 | +0.8% | -0.7% | +4.9% | 47% |
| 2026-08 | 6 | -11.4% | -5.1% | -4.1% | 17% |
| 2026-09 | 9 | -1.5% | -3.2% | +3.4% | 44% |
| 2026-10 | 2 | -0.7% | -0.7% | +0.2% | 0% |
Best buy-side picks
| Code | Name | Report | Rating | Return |
|---|---|---|---|---|
| 3636.HK | Jinxun Resources | 2026-07-13 | Speculative Buy | +43.5% |
| 0434.HK | Boyaa Interactive International | 2026-07-20 | Speculative Buy | +42.9% |
| 3662.HK | Starjoy Wellness and Travel | 2026-06-05 | Speculative Buy | +37.8% |
| 0065.HK | Grand Ocean | 2026-07-30 | Speculative Buy | +25.9% |
| 1093.HK | Cspc Pharma | 2026-06-01 | Speculative Buy | +25.2% |
| 1288.HK | Agricultural Bank of China | 2026-07-06 | Speculative Buy | +24.3% |
| 2288.HK | Rykadan Capital | 2026-07-22 | Speculative Buy | +22.4% |
| 1962.HK | Evergreen Products Group | 2026-07-06 | Speculative Buy | +17.1% |
Worst buy-side picks
| Code | Name | Report | Rating | Return |
|---|---|---|---|---|
| 0881.HK | Zhongsheng Group Holdings Ltd | 2026-06-03 | Speculative Buy | -61.4% |
| 8308.HK | Gudou Holdings Ltd | 2026-05-24 | Speculative Buy | -58.5% |
| 2889.HK | Pateo | 2026-06-26 | Speculative Buy | -54.4% |
| 0433.HK | North Mining | 2026-08-20 | Speculative Buy | -36.2% |
| 6865.HK | Flat Glass | 2026-05-27 | Speculative Buy | -33.0% |
| 1762.HK | Wanka Online Inc. | 2026-07-31 | Speculative Buy | -29.5% |
| 0586.HK | China Conch Venture Holdings | 2026-07-10 | Moderate Buy | -25.3% |
| 2155.HK | Morimatsu International Holdings Co. | 2026-07-07 | Moderate Buy | -25.0% |
Best Avoid/Sell calls
| Code | Name | Report | Rating | Return |
|---|---|---|---|---|
| 0254.HK | National United Resources Holdings | 2026-06-04 | Avoid | -77.0% |
| 0679.HK | Asia Tele Net | 2026-05-23 | Avoid | -72.3% |
| 1901.HK | Feiyang International | 2026-05-23 | Avoid | -44.0% |
| 1592.HK | Anchorstone | 2026-07-07 | Avoid | -30.0% |
| 3296.HK | Huaqin Technology (H Shares) | 2026-06-15 | Speculative Sell | -28.6% |
| 0205.HK | BFB Health | 2026-09-11 | Speculative Sell | -17.2% |
All picks
| Code | Name | Report | Rating | Entry HK$ | Last HK$ | Return | vs HSI |
|---|---|---|---|---|---|---|---|
| 1543.HK | Guangdong Join Share | 2026-05-23 | Speculative Hold | 0.190 | 0.189 | -0.5% | +6.6% |
| 2628.HK | China Life | 2026-05-23 | Moderate Buy | 28.226 | 26.760 | -5.2% | +1.9% |
| 0679.HK | Asia Tele Net | 2026-05-23 | Avoid | 13.366 | 3.705 | -72.3% | -65.2% |
| 2399.HK | China Anchu | 2026-05-23 | Avoid | 0.310 | 0.335 | +8.1% | +15.1% |
| 0524.HK | Great Wall Terroir | 2026-05-23 | Avoid | 1.410 | 1.800 | +27.7% | +34.7% |
| 6676.HK | Zg Group | 2026-05-23 | Hold | 0.790 | 0.660 | -16.5% | -9.4% |
| 1901.HK | Feiyang International | 2026-05-23 | Avoid | 0.250 | 0.140 | -44.0% | -36.9% |
| 8308.HK | Gudou Holdings Ltd | 2026-05-24 | Speculative Buy | 0.053 | 0.022 | -58.5% | -51.4% |
| 6929.HK | Orbusneich | 2026-05-25 | Speculative Buy | 4.075 | 3.795 | -6.9% | +0.2% |
| 6865.HK | Flat Glass | 2026-05-27 | Speculative Buy | 7.860 | 5.265 | -33.0% | -26.9% |
| 0861.HK | Digital China | 2026-05-29 | Speculative Buy | 2.158 | 2.160 | +0.1% | +5.6% |
| 1093.HK | Cspc Pharma | 2026-06-01 | Speculative Buy | 7.414 | 9.285 | +25.2% | +31.6% |
| 0223.HK | Elife Holdings Ltd | 2026-06-03 | Speculative Sell | 0.112 | 0.095 | -15.2% | -8.0% |
| 0881.HK | Zhongsheng Group Holdings Ltd | 2026-06-03 | Speculative Buy | 6.340 | 2.445 | -61.4% | -54.2% |
| 0254.HK | National United Resources Holdings | 2026-06-04 | Avoid | 0.920 | 0.212 | -77.0% | -71.1% |
| 2698.HK | Softcare | 2026-06-04 | Speculative Buy | 27.191 | 26.000 | -4.4% | +1.4% |
| 3662.HK | Starjoy Wellness and Travel | 2026-06-05 | Speculative Buy | 0.268 | 0.370 | +37.8% | +42.5% |
| 2506.HK | Xunfei Healthcare | 2026-06-08 | Speculative Buy | 80.500 | 64.250 | -20.2% | -16.7% |
| 0028.HK | Tian An China Investments Co., | 2026-06-08 | Speculative Buy | 3.950 | 3.210 | -18.7% | -15.2% |
| 0373.HK | Allied Group | 2026-06-12 | Speculative Buy | 2.560 | 1.980 | -22.7% | -18.9% |
| 3296.HK | Huaqin Technology (H Shares) | 2026-06-15 | Speculative Sell | 82.550 | 58.950 | -28.6% | -24.3% |
| 2585.HK | Mokingran | 2026-06-16 | Speculative Sell | 12.330 | 31.000 | +151.4% | +154.3% |
| 1134.HK | Kelfred Holdings | 2026-06-17 | Hold | 0.315 | 0.216 | -31.4% | -29.3% |
| 1072.HK | Dongfang Electric Corporation | 2026-06-23 | Moderate Buy | 23.473 | 17.650 | -24.8% | -26.7% |
| 0027.HK | Galaxy Entertainment Group | 2026-06-23 | Speculative Buy | 28.897 | 30.640 | +6.0% | +4.1% |
| 1020.HK | Ciprun Technology Holdings Co. | 2026-06-24 | Avoid | 0.186 | 0.238 | +28.0% | +26.4% |
| 9600.HK | Newlink Technology | 2026-06-24 | Hold | 0.149 | 0.127 | -14.8% | -16.4% |
| 1752.HK | Top Education | 2026-06-25 | Speculative Buy | 0.104 | 0.115 | +10.6% | +7.5% |
| 9863.HK | Zhejiang Leapmotor Technology Co., | 2026-06-25 | Speculative Buy | 35.600 | 34.000 | -4.5% | -7.6% |
| 2889.HK | Pateo | 2026-06-26 | Speculative Buy | 120.900 | 55.100 | -54.4% | -59.3% |
| 1963.HK | Bank of Chongqing Co., | 2026-06-29 | Speculative Buy | 7.192 | 8.290 | +15.3% | +12.0% |
| 8168.HK | Amasse Capital | 2026-06-30 | Hold | 0.092 | 0.063 | -31.5% | -35.5% |
| 1825.HK | Sterling Group Holdings | 2026-07-03 | Avoid | 1.000 | 1.500 | +50.0% | +48.1% |
| 2153.HK | Tat Hong Equipment | 2026-07-03 | Hold | 0.840 | 0.800 | -4.8% | -6.6% |
| 1962.HK | Evergreen Products Group | 2026-07-06 | Speculative Buy | 0.410 | 0.480 | +17.1% | +16.3% |
| 1288.HK | Agricultural Bank of China | 2026-07-06 | Speculative Buy | 5.300 | 6.590 | +24.3% | +23.6% |
| 1592.HK | Anchorstone | 2026-07-07 | Avoid | 0.233 | 0.163 | -30.0% | -31.3% |
| 2155.HK | Morimatsu International Holdings Co. | 2026-07-07 | Moderate Buy | 9.006 | 6.755 | -25.0% | -26.2% |
| 1228.HK | Canbridge | 2026-07-07 | Hold | 1.960 | 1.890 | -3.6% | -4.8% |
| 2128.HK | China Lesso Group Holdings | 2026-07-10 | Speculative Buy | 3.740 | 3.185 | -14.8% | -13.2% |
| 0586.HK | China Conch Venture Holdings | 2026-07-10 | Moderate Buy | 9.990 | 7.465 | -25.3% | -23.7% |
| 2315.HK | Biocytogen Pharmaceuticals (Beijing) | 2026-07-13 | Hold | 53.300 | 70.000 | +31.3% | +33.1% |
| 3636.HK | Jinxun Resources | 2026-07-13 | Speculative Buy | 11.010 | 15.800 | +43.5% | +45.3% |
| 9992.HK | Pop Mart | 2026-07-13 | Moderate Buy | 153.500 | 152.500 | -0.7% | +1.1% |
| 3933.HK | United Labs | 2026-07-14 | Moderate Buy | 9.120 | 7.510 | -17.7% | -15.4% |
| 3789.HK | Royal Deluxe Holdings | 2026-07-14 | Hold | 0.228 | 0.248 | +9.0% | +11.3% |
| 0177.HK | Jiangsu Expressway | 2026-07-16 | Moderate Buy | 9.850 | 10.830 | +9.9% | +14.8% |
| 2249.HK | Nexchip Semiconductor Corporation | 2026-07-16 | Hold | 30.920 | 22.140 | -28.4% | -23.5% |
| 2490.HK | LC Logistics, Inc. | 2026-07-17 | Hold | 4.320 | 4.245 | -1.7% | +1.4% |
| 1593.HK | Chen Lin Education | 2026-07-17 | Avoid | 1.040 | 1.115 | +7.2% | +10.4% |
| 2327.HK | Meilleure Health | 2026-07-20 | Hold | 0.244 | 0.216 | -11.6% | -6.2% |
| 1641.HK | Hx Coldchain | 2026-07-20 | Speculative Buy | 4.440 | 3.470 | -21.8% | -16.4% |
| 0434.HK | Boyaa Interactive International | 2026-07-20 | Speculative Buy | 2.100 | 3.000 | +42.9% | +48.3% |
| 0314.HK | Sipai Health | 2026-07-21 | Speculative Buy | 1.380 | 1.400 | +1.4% | +6.8% |
| 2288.HK | Rykadan Capital | 2026-07-22 | Speculative Buy | 0.125 | 0.153 | +22.4% | +26.8% |
| 2210.HK | Bcjps | 2026-07-22 | Speculative Buy | 1.880 | 2.000 | +6.4% | +10.8% |
| 8269.HK | Go Up Education Technology | 2026-07-24 | Avoid | 0.270 | 0.244 | -9.6% | -4.9% |
| 2535.HK | Wk Group | 2026-07-29 | Avoid | 0.510 | 0.590 | +15.7% | +23.5% |
| 0321.HK | Texwinca Holdings Ltd | 2026-07-29 | Speculative Buy | 1.085 | 0.895 | -17.5% | -9.7% |
| 0065.HK | Grand Ocean | 2026-07-30 | Speculative Buy | 0.270 | 0.340 | +25.9% | +33.9% |
| 1187.HK | Cofoe Medical | 2026-07-30 | Speculative Buy | 34.195 | 27.320 | -20.1% | -12.1% |
| 1087.HK | Investech | 2026-07-30 | Avoid | 1.440 | 1.530 | +6.2% | +14.3% |
| 6933.HK | Sino-Entertainment Technology Holdings | 2026-07-31 | Avoid | 1.030 | 1.000 | -2.9% | +5.2% |
| 9908.HK | JiaXing Gas Group Co., | 2026-07-31 | Speculative Buy | 8.254 | 7.790 | -5.6% | +2.5% |
| 1762.HK | Wanka Online Inc. | 2026-07-31 | Speculative Buy | 1.270 | 0.895 | -29.5% | -21.4% |
| 1488.HK | Best Food Holding Co. | 2026-07-31 | Speculative Sell | 0.850 | 1.020 | +20.0% | +28.1% |
| 2349.HK | China AI Infrastructure Group | 2026-08-03 | Avoid | 0.086 | 0.099 | +15.1% | +23.7% |
| 1037.HK | Maxnerva | 2026-08-03 | Hold | 0.605 | 0.610 | +0.8% | +9.4% |
| 6887.HK | Sunshine Lake Pharma | 2026-08-04 | Hold | 36.420 | 40.420 | +11.0% | +19.0% |
| 8547.HK | Pacific Legend | 2026-08-05 | Hold | 0.067 | 0.075 | +11.9% | +20.2% |
| 0037.HK | Far East Hotels & Entertainment Ltd | 2026-08-05 | Hold | 0.490 | 0.470 | -4.1% | +4.1% |
| 0309.HK | Xinhua News Media | 2026-08-06 | Hold | 1.000 | 0.880 | -12.0% | -5.2% |
| 1613.HK | Synertone Communication Corporation | 2026-08-10 | Avoid | 0.790 | 0.745 | -5.7% | +2.6% |
| 8079.HK | LIT Life Holdings | 2026-08-13 | Hold | 0.640 | 0.430 | -32.8% | -26.5% |
| 9688.HK | Zai Lab | 2026-08-13 | Speculative Hold | 20.600 | 19.190 | -6.8% | -0.5% |
| 8377.HK | Harbour Equine | 2026-08-13 | Avoid | 0.114 | 0.160 | +40.4% | +46.7% |
| 1583.HK | Qinqin Foodstuffs | 2026-08-17 | Hold | 1.070 | 1.000 | -6.5% | +0.0% |
| 2511.HK | Hightide Therapeutics | 2026-08-17 | Speculative Buy | 3.355 | 3.360 | +0.1% | +6.7% |
| 0433.HK | North Mining | 2026-08-20 | Speculative Buy | 0.058 | 0.037 | -36.2% | -28.8% |
| 1989.HK | Delton Technology | 2026-08-20 | Speculative Buy | 123.000 | 115.000 | -6.5% | +0.9% |
| 0831.HK | Convenience Retail Asia | 2026-08-21 | Speculative Buy | 0.400 | 0.385 | -3.7% | +4.9% |
| 8326.HK | Tonking New Energy Group Holdings | 2026-08-25 | Hold | 0.139 | 0.108 | -22.3% | -15.5% |
| 8178.HK | China Information Technology Development | 2026-08-27 | Speculative Hold | 0.193 | 0.200 | +3.6% | +10.6% |
| 3888.HK | Kingsoft Corporation | 2026-08-28 | Moderate Buy | 24.880 | 24.580 | -1.2% | +5.8% |
| 0595.HK | AV Concept Holdings | 2026-08-31 | Speculative Buy | 1.368 | 1.080 | -21.1% | -14.1% |
| 8462.HK | Omnibridge Holdings | 2026-09-01 | Speculative Buy | 0.085 | 0.072 | -15.3% | -9.2% |
| 0616.HK | Asset Chain | 2026-09-02 | Speculative Buy | 0.109 | 0.099 | -9.2% | -3.1% |
| 1170.HK | Kingmaker Footwear Holdings | 2026-09-02 | Speculative Buy | 0.419 | 0.405 | -3.2% | +2.8% |
| 1180.HK | Paradise Entertainment | 2026-09-03 | Speculative Buy | 0.835 | 0.940 | +12.6% | +18.2% |
| 2331.HK | Li Ning Co. | 2026-09-03 | Moderate Buy | 13.240 | 12.280 | -7.3% | -1.6% |
| 0428.HK | Cocoon Holdings | 2026-09-10 | Speculative Buy | 0.199 | 0.192 | -3.5% | +1.2% |
| 0205.HK | BFB Health | 2026-09-11 | Speculative Sell | 0.580 | 0.480 | -17.2% | -13.1% |
| 8091.HK | OOH Holdings | 2026-09-11 | Hold | 0.046 | 0.042 | -8.7% | -4.6% |
| 2392.HK | Xuan Wu Cloud Technology Holdings | 2026-09-16 | Speculative Hold | 0.975 | 0.930 | -4.6% | -0.9% |
| 8198.HK | Crypto Flow Technology | 2026-09-18 | Avoid | 0.975 | 1.000 | +2.6% | +6.5% |
| 0108.HK | SR Medical Technology Co. | 2026-09-18 | Avoid | 2.065 | 2.375 | +15.0% | +18.9% |
| 8187.HK | Jimu Group | 2026-09-18 | Avoid | 0.615 | 0.560 | -8.9% | -5.0% |
| 2218.HK | Yantai North Andre Juice Co. | 2026-09-24 | Hold | 21.700 | 22.440 | +3.4% | +7.3% |
| 2631.HK | SICC Co., | 2026-09-28 | Hold | 65.550 | 64.950 | -0.9% | +2.6% |
| 1909.HK | Fire Rock Holdings | 2026-09-28 | Speculative Sell | 1.720 | 1.760 | +2.3% | +5.8% |
| 1115.HK | 5100 Xizang Glacier Company | 2026-09-28 | Speculative Buy | 0.500 | 0.530 | +6.0% | +9.5% |
| 9927.HK | Seres Group Co., | 2026-09-28 | Speculative Buy | 32.560 | 34.520 | +6.0% | +9.5% |
| 2586.HK | Dmall Inc. | 2026-09-28 | Hold | 8.580 | 8.550 | -0.3% | +3.1% |
| 0548.HK | Shenzhen Expressway Corporation | 2026-09-30 | Speculative Buy | 6.530 | 6.545 | +0.2% | +3.6% |
| 0133.HK | China Merchants China Direct Investments | 2026-10-01 | Hold | 22.100 | 22.860 | +3.4% | +4.2% |
| 2357.HK | AviChina Industry & Technology | 2026-10-01 | Moderate Buy | 3.100 | 3.055 | -1.5% | -0.7% |
| 3308.HK | Zhongji Innolight Co., | 2026-10-05 | Speculative Sell | 1111.000 | 999.500 | -10.0% | -9.0% |
| 9607.HK | Red Avenue New Materials Group | 2026-10-05 | Moderate Buy | 39.600 | 39.600 | +0.0% | +1.1% |
Method & caveats
- Entry = closing price on the report's publish date. Reports go out at ~11:30 HKT, mid-session, so this is the first close you could realistically trade at. Last = latest close (2026-10-08). Prices are split- and dividend-adjusted (Yahoo Finance). The return is price only.
- vs HSI = the stock's return minus the Hang Seng Index return over the same dates.
- All picks are equal-weighted, with no costs. Many are illiquid micro-caps and GEM stocks (8xxx), where real fills would be worse.
- For 0428 Cocoon, the latest valuation is used (Sep 2026; it was first valued in May).
- Data checks: 0254 really did crash 86% on 25 Jun 2026, on 286M shares. For 1020, 1613 and 6933, the price stated in the original report didn't match the market (stale or misquoted), and this scorecard uses the actual close.
- This is a backward-looking tracking report, not investment advice.
No redactions applied.
Published via wiis. Originals are encrypted at rest; this page reflects the redacted version. report abuse.
Discussion
No comments yet.