Visit to a Clarks Store in London, A New CEO, & The Surprising Popularity of Clarks' Wallabees
I visited a Clarks store in Putney, London today. I provide details of this store visit. Clarks is well poised to stage a major turnaround in...
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Viva China: Perennially Inexpensive Li Ning Exposure
Unless the Li family pays out excess cash or undertakes a company restructuring,Ā I would avoid the stock at this level, and look to enter when the...
716 Views
Viva China: M&A of Global Footwear Brands at Discount & Its Stake in Li Ning Is More than Market Cap
Viva China Holdings is a deep value stock with several key catalysts. Viva China Holdings'10.36% stake in Li Ning (2331 HK) alone is worth 152% of...
610 Views
ECM Weekly (5 Apr 2020) - Kangji Medical, WeDoctor, IDP Edu, NextDC, Coles, and More
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. The talk...
502 Views
Li Ning Placement - Viva China Selling - Small Deal Size and Overhang Is Manageable
Viva China Holdings (8032 HK) is looking to sell 70m shares of Li Ning Co Ltd (2331 HK). Post-placement, Viva China will still have 193m shares in...
476 Views