Tianneng (819 HK): Star Market Battery Spin-Off Priced
In my prior insight, I recommended buying TPI on the expectation it retests its July high. It achieved that today. If you were already in, I'd be...
629 Views
Tianneng (819 HK): Battery Spin-Off And The Tesla Effect
The Star Market will welcome another battery manufacturer, one that is an up & coming supplier of lithium batteries, and one that promotes and...
772 Views
Beijing Jingneng (579 HK): Privatisation Offer From Parent
Currently trading at a gross/annualised spread of 7.6%/18.9%, assuming the transaction takes five and a half months to complete. This appears a...
697 Views
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...
946 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...
725 Views