HSI Index Rebalance: Four Weddings & A Funeral
There are 4 adds & 1 delete to take the number of HSI members to 69. There is reasonable impact on the stocks and huge short interest on some of...
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China Meidong: Back the Porsche at 20 HKD
China Meidong Auto (1268 HK) trades at a 12x/9x FY22/23E with a 6.5% dividend yield at a 20 HKD/share price ( assuming an 80% payout ratio ). We...
988 Views
Zhongsheng Group: Strong Visibility for Luxury Autos
We had a conversation with the management of Zhongsheng Group (881 HK) which is a leading luxury auo
536 Views
Meidong: Time to Take Some Money off the Table?
China Meidong Auto (1268 HK) stock price performance and execution have been stellar over the last two years. It has left its peers behind by a...
510 Views
Ever Sunshine Lifestyle Placement - Up 7x in 18 Months, Look Expensive but Momentum Is Strong
Ever Sunshine Lifestyle Serv (1995 HK) (ESLS) aims to raise around US$200m via a top-up placement. The company intends to use the proceeds for...
499 Views