bullish•Chindata Group•15 Nov 2022 11:33
Chindata: China Merchants Potentially In The Mix
No formal sale process has occurred, therefore second-guessing if, and when, an Offer emerges will be fraught with issues. However, I'd be picking...
bullish•Glory Star New Media Group Holdings•13 Jul 2022 12:36
Offensively Cheap Homecoming For Glory Star New Media
Trading at a 17.4%/40.9% gross/annualised spread, assuming late December completion. That's attractive. Get involved if you've read this far.
bullish•21Vianet Group•12 Apr 2022 16:50
Hina/IBC's Non-Binding Proposal For VNET
Trading at a 14.3% gross spread to terms. It's indicative. And opportunistic. But still worth a punt around these levels.
bullish•JD.com •07 Dec 2021 19:16
Delisting Chinese ADRs: High Foreign-Holding, With No Fixed Abode, Most At Risk
This does not strike me as the time to be bargain hunting. Not when there remains confusion as to how and when delistings will unfold. The focus...
bearish•Chindata Group•08 Jun 2023 09:24