HK Short Report: Evergrande Health, Zhuzhou CRRC
Hong Kong SFC reported on today for aggregate short position on Jul 17. The aggregate short value for equities decreased by $-3,569m (-5.5%) WoW...
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China Evergrande: The Case of Rising Leverage and Lower Margins
Having paid dividends of RMB 27.7bn in 2018, noteholders must have been relieved whenĀ Evergrande Real Estate Group (3333 HK) Ā (āEvergrandeā or the...
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Evergrande Health (708 HK):Ā Heartbreaking Acquisition
Evergrande Healthcare's recent legal tussle with Faraday Future (its JV partner) shed some light on how its distance future going to be as part of...
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China Housing: The Most Idiosyncratic Cities
Shenzhen, Wenzhou, Sanya and Haikou are among the most unique cities in terms of their house price growth correlationsĀ among the 70 major cities,...
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Evergrande Health: Too Much Excitement Is Not Good for Your Heart
Evergrande Health Industry Group Ltd (708 HK) had a nice run-up from September to date, adding around 100% to the market cap even before having the...
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