China MeiDong Auto Placement - Great Track Record but Back-To-Back Deals Don't Make the Cut
China Meidong Auto (1268 HK) aims to raise around US$130m via a top-up placement. This will be the second deal for the stock in nearly as many...
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Sunpower (SPWG): Risk/Reward Rarely Been Better; Fair Value Remains at 1 SGD or 142% Upside.
Covid-19 has demonstrated that investors, and some analysts, can be wrong in their assessment of the pandemic's impact on companies. Sunpower Group...
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China Meidong (1268 HK): Standout Performer All-Around, YTD +31% As China Luxury Car Demand Recovers
As investors, we always strive to find ten baggers. Stocks that go up 1,000% are rare. Auto dealers that go up 1,000% in 3 years are unheard of....
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Meidong: A Deep Dive : Looking into 2019 and Beyond
China Meidong Auto (1268 HK) multiple is stretched. It probably has two premiums built into it: 1) an acquisition premium 2) and an execution...
645 Views
Trade Idea (Update): What's Next After HSCI Review Announcement
After the market close on Feb 21st, Friday, Hang Seng announced the results of the index review for the 4Q2019. In our previous note (link here),...
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