Asia's HY New Issue Market Sense Check: Positive & Negative Implications
Things look better than one would expect in Asia's high yield offshore primary debt markets, given the regional economic contagion from the...
421 Views
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...
501 Views
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...
572 Views
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),...
556 Views
China Meidong Auto (1268): Low Inventory to Carry On?
Luxurious auto car distribution in China sounds like a great business to have, supported by the rising number of wealthy individuals springing up...
695 Views