Viva China: Perennially Inexpensive Li Ning Exposure
Unless the Li family pays out excess cash or undertakes a company restructuring, I would avoid the stock at this level, and look to enter when the...
ENM Holdings (128 HK): A Wide Spread with the Scheme Vote on 26 September
The spread of 7.4% reflects vote risk. Shareholder approval is aided by no shareholder holding a blocking stake, a low AGM minority participation...
Last Week in Event SPACE: Frasers Hospitality, Toyo Construction, Link Admin, Kito Corporation
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
No more insights