China Evergrande: The Case of Rising Leverage and Lower Margins
Having paid dividends of RMB 27.7bn in 2018, noteholders must have been relieved when Evergrande Real Estate Group (3333 HK)  (“Evergrande” or the...
782 Views
Samsung SDI: Higher Probability of a Partnership with Tesla & Beneficiary of No Chinese EV Subsidy
There is an increasing probability of a major partnership between Tesla Motors (TSLA US) and Samsung Sdi (006400 KS) for a potential long-term...
920 Views
TSLA China Update: Q1 Import and Registration Data
In Q1, 12,747 Tesla Motors (TSLA US) cars were imported and 10,742 registered in China. Average selling price for imported batched landed at the...
628 Views
AGM Jardine Cycle & Carriage (JCNC SP): Cars, Cows and Cement; High Gearing = Likely Rights Issue
The 50th JCNC AGM was all about cars, cows and cement. Investors questioned the board on various topics. Jardine Cycle & Carriage Ltd (JCNC SP)...
836 Views
HK Connect Ideas: Tencent Inflows Not Sustained After Game Approval (2019-04-12)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
793 Views