Want Want China Holdings Ltd

• SC Seafarer Capital Partners Portfolio Review ↗ The Seafarer Overseas Growth and Income Fund added Haitian International and ADNOC Gas, while exiting Want Want after a related-party property transaction raised governance concerns. It argues that diversified exposure to financials and consumer stocks is preferable to concentrated dependence on AI-linked technology, while tariffs and China’s weak domestic economy remain central risks. third quarter of 2025 HAIIF $3.7BSKHY $643BSSNLF $1305T +2

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