bullish•iClick Interactive Asia Group•27 Sep 2021 17:00
IClick(ICLK US): PAG & Oasis Shake The Trees
Buying around here is probably going to have limited downside. I think PAG/Oasis' intent is to shake out potential suitors - including the co...
bullish•New Frontier Health Corp•06 Aug 2021 13:06
New Frontier (NYSE: NFH): Healthcare Homecoming
I see the gross/annualised spread at 7.4%/19.8%, assuming late December completion. This looks like a pretty clean deal for around five months of...
bullish•Thematic (Sector/Industry)•18 Jul 2021 09:05
China Healthcare Weekly (July.16)
The article mainly analyzed China's plan to accelerate the construction of plasma stations, promising outlook of medical IT industry...
bullish•51 Job Inc Adr•22 Jun 2021 15:58
51job’s Privatisation: Firm Offer Is Still The Wrong Price
I'd buy here. Given recent Cayman petitions, I would expect this pushback on pricing to continue here, which may avail smaller investors the...
bullish•51 Job Inc Adr•05 May 2021 09:53