AviChina (2357 HK): Buy The Modern Army Narrative
One would think the "modern army" maxim will catalyse companies such as AviChina (2357 HK). That is positive. But why subject capex to outside...
949 Views
China Longyuan (916 HK): Running Out Of Puff?
Wind-power play China Longyuan Power Group Corp (916 HK) (CLPG) gained 13% on the 30 July, on ~7x the normal volume (three-month average), plus...
728 Views
Beijing Jingneng (579 HK): The Latest Clean Energy Privatisation?
Beijing Jingneng Clean Energy (579 HK), an SOE utility, was suspended Friday morning pursuant to the Code on Takeovers and Mergers. Should an Offer...
779 Views
Huadian Fuxin (816 HK) Becomes The Latest Clean Energy Takeover Play
We saw this coming. Following the suspension of its shares on the 28 May - although not pursuant to the Hong Kong Code on Takeovers and Mergers -...
1.1k Views
Last Week in GER Event-Driven Research: Myob, Rakuten, Delta, Graincorp and Hopewell Holding
In this version of the GER weekly EVENTS research wrap, we contend that investors should cash out on the MYOB Group Ltd (MYO AU) deal and assess...
442 Views