China Education Group (839 HK): Solidifying Investment Thesis After Placement
CEG's placement will reduce gearing to 29.2% (including contract liabilities) from 41.7%. Its M&A progress will also benefit from narrowing...
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NETDRAGON (777 HK): Getting Schooled on AI !!!
Netdragon Websoft (777 HK) stock has begun to rerate on the back of its deal with with Zhongke Wenge to integrate and launch AI applications...
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Hong Kong Connect Flows (March): $24 Bn Monthly Inflows
We analyzed the Hong Kong Connect Scheme for March and highlighted flows for Alibaba, China Mobile, Xiaomi, Guotai Junan, Ke.
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China East Education (667 HK): Rock Solid Improvements
China East Education’s FY24 earnings of Rmb512.6m (+88%) beat the consensus forecast (Rmb419.5m) by a significant margin. Its 2H24 adjusted net...
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China Education Group (839 HK): A Large Disappointment
CEG's share price plunged on the back of lower profit and a decision to pause dividends due to high debt repayment and tight refinancing. Its...
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