Guangzhou R&F: Repricing The Business Model
Guangzhou R&F (“the group” or “R&F”) is a mid-sized Chinese property developer with a strong entrenched product and execution track record...
362 Views
Ajisen - Core Business Improving, Net Cash, Stake in Baidu Takeout + Chairwoman's Vote of Confidence
Ajisen China Holdings Ltd (538 HK) has not been performing well with negative same store sales growth (SSSG) 8 quarters in a row. The share price...
627 Views
GLP – A Moving Target
Daniel Hellberg has been all over Global Logistic Properties Ltd (GLP SP) since May last year when it traded at S$1.82/share.There are now...
656 Views
Smartkarma Event Driven: 2016 Year in Review
2016 was an interesting and exciting year in the event driven space with lots of bumps and unexpected breaks. In this insight, we take a look at...
452 Views
Wanda - Shareholders Vote in Favor
Latest15 August 2016 - Shareholders have voted in favor of the delisting plan (link to results)Results - 63.2m shares against would have broken the...
476 Views