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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HK - Shorts Increase on Alibaba, Xiaomi, AIA, Bud APAC; Decrease on Tencent
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 December.Total short notional...
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China Zhengtong: Tailwinds from China’s Luxury Car Market Resilience Going Unnoticed - Quantamental
China Zhengtong Auto Services (ZhengTong) is a leading 4S dealership group with 141 dealership stores in 41 cities across 17 provinces within...
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Meidong - Multiple Expansion To Facilitate M&A?
China Meidong Auto (1268 HK) has had a tremendous run over the last few months. The stock trades at 18x PE 2019 on my numbers. The next best stock...
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BMW-Distributor Dah Chong To Be Privatised?
After mysteriously gaining 16% in the past month on higher than average daily volume (US$1mn/day against US$0.5mn/day for the preceding 12 months),...
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