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Caixin Global

Articles from Caixin Global

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Cross Asset Strategy

<ul><li>Software / China’s software service providers bet on AI amid funding chill</li><li>PE /Exclusive: Young Chinese PE investor dies from mental health issues, sources say</li><li>Property /: Embattled developer R&amp;F offloads London project for debt relief</li></ul>

Software / China’s software service providers bet on AI amid funding chillPE /Exclusive: Young Chinese PE investor dies from mental health issues, sources sayProperty /: Embattled developer R&amp;F offloads London project for debt relief

CX Daily: China’s Software Service Providers Bet on AI Amid Funding Chill 

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The data in this insight is collated from the "shareholding disclosure" link on the HKEx website.</li>
<li>Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. </li>
<li>These insights may flag those companies where shares have been pledged. Stocks mentioned include <a href="https://www.smartkarma.com/entities/c-c-land-holdings-ltd" target="_blank" data-smartkarma-citation="entities:13078:1" rel="noopener">C C Land Holdings (1224 HK)</a>, <a href="https://www.smartkarma.com/entities/impro-precision-industries" target="_blank" data-smartkarma-citation="entities:26779:1" rel="noopener">Impro Precision Industries (1286 HK)</a>, and <a href="https://www.smartkarma.com/entities/singasia-holdings-ltd" target="_blank" data-smartkarma-citation="entities:27986:1" rel="noopener">SingAsia Holdings (8293 HK)</a>.</li>
</ul>


The data in this insight is collated from the "shareholding disclosure" link on the HKEx website.
Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. 
These insights may flag those companies where shares have been pledged. Stocks mentioned include C C Land Holdings (1224 HK), Impro Precision Industries (1286 HK), and SingAsia Holdings (8293 HK).


Hong Kong CEO & Director Dealings (11 Nov): C C Land, Impro Precision, SingAsia, Pharmaron

<ul>
<li>The data in this insight is collated from the "shareholding disclosure" link on the HKEx website</li>
<li>Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. </li>
<li>These insights may flag those companies where shares have been pledged. Stocks mentioned include <a href="https://www.smartkarma.com/entities/cross-harbour-holdings-ltd" target="_blank" data-smartkarma-citation="entities:10258:1" rel="noopener">Cross Harbour (32 HK)</a>, <a href="https://www.smartkarma.com/entities/c-c-land-holdings-ltd" target="_blank" data-smartkarma-citation="entities:13078:1" rel="noopener">C C Land (1224 HK)</a>, and <a href="https://www.smartkarma.com/entities/zhuguang-holdings-group-co" target="_blank" data-smartkarma-citation="entities:15308:1" rel="noopener">Zhuguang Holdings Group Co (1176 HK)</a>.</li>
</ul>


The data in this insight is collated from the "shareholding disclosure" link on the HKEx website
Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. 
These insights may flag those companies where shares have been pledged. Stocks mentioned include Cross Harbour (32 HK), C C Land (1224 HK), and Zhuguang Holdings Group Co (1176 HK).


Hong Kong CEO & Director Dealings: 4 Nov: Cross Harbour, C C Land, Zhuguang Holdings Group

Haichang Ocean Park Holdings / Event-Driven

<ul>
<li>The data in this insight is collated from the "shareholding disclosure" link on the HKEx website.</li>
<li>Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. </li>
<li>These insights may flag those companies where shares have been pledged. Stocks mentioned include <a href="https://www.smartkarma.com/entities/haichang-ocean-park-holdings-ltd" target="_blank" data-smartkarma-citation="entities:11396:1" rel="noopener">Haichang Ocean Park Holdings (2255 HK)</a>, <a href="https://www.smartkarma.com/entities/c-c-land-holdings-ltd" target="_blank" data-smartkarma-citation="entities:13078:1" rel="noopener">C C Land (1224 HK)</a>, and <a href="https://www.smartkarma.com/entities/greater-bay-area-investments" target="_blank" data-smartkarma-citation="entities:5366:1" rel="noopener">GBA Holdings (261 HK)</a>.
</li>
</ul>


The data in this insight is collated from the "shareholding disclosure" link on the HKEx website.
Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. 
These insights may flag those companies where shares have been pledged. Stocks mentioned include Haichang Ocean Park Holdings (2255 HK), C C Land (1224 HK), and GBA Holdings (261 HK).



Hong Kong CEO & Director Dealings: 28th Oct: Haichang Ocean Park, CC Land, GBA

<ul>
<li>
<a href="https://www.smartkarma.com/entities/toshiba-corp" target="_blank" data-smartkarma-citation="entities:637:1" rel="noopener">Toshiba (6502 JP)</a> investors should look at process and understand the difference between this one and others. Some news is not news, other than telling you the dance has started.</li>
<li>
<a href="https://www.smartkarma.com/entities/united-tractors-tbk-pt" target="_blank" data-smartkarma-citation="entities:698:1" rel="noopener">United Tractors (UNTR IJ)</a> is cheap. It appears to be running at 6x 2022 earnings. This is not abnormal for a cyclical at the end of the cycle.</li>
<li>
<a href="https://www.smartkarma.com/entities/westpac-banking-corp" target="_blank" data-smartkarma-citation="entities:444:1" rel="noopener">Westpac Banking (WBC AU)</a> confirms its interest in <a href="https://www.smartkarma.com/entities/tyro-payments-ltd" target="_blank" data-smartkarma-citation="entities:28393:1" rel="noopener">Tyro Payments (TYR AU)</a>, but still nothing firm.</li>
</ul>



Toshiba (6502 JP) investors should look at process and understand the difference between this one and others. Some news is not news, other than telling you the dance has started.

United Tractors (UNTR IJ) is cheap. It appears to be running at 6x 2022 earnings. This is not abnormal for a cyclical at the end of the cycle.

Westpac Banking (WBC AU) confirms its interest in Tyro Payments (TYR AU), but still nothing firm.


Last Week in Event SPACE: Toshiba, United Tractor, Recruit, Tyro Payments, DTAC/True, Bank Of Kyoto

Hong Kong

C C Land Holdings Limited, through its subsidiaries, develops and invests in properties in Western China. The company also manufactures and trades packaging products and luggage, and invests in treasuries as well.

C C Land Holdings (1224 HK)

CX Daily: China’s Software Service Providers Bet on AI Amid Funding Chill

Software / China’s software service providers bet on AI amid funding chill The Chinese software service industry is heading into a capital winter...

Caixin Global

Hong Kong CEO & Director Dealings (11 Nov): C C Land, Impro Precision, SingAsia, Pharmaron

The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...

David Blennerhassett

Hong Kong CEO & Director Dealings: 4 Nov: Cross Harbour, C C Land, Zhuguang Holdings Group

The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...

David Blennerhassett

Hong Kong CEO & Director Dealings: 28th Oct: Haichang Ocean Park, CC Land, GBA

The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...

David Blennerhassett

Last Week in Event SPACE: Toshiba, United Tractor, Recruit, Tyro Payments, DTAC/True, Bank Of Kyoto

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

David Blennerhassett