CIMC Vehicles (1839 HK): Min Acceptance Condition a Risk for the Final HK$7.50 Offer
The 90% min acceptance condition is a key risk in the context of a light offer. Risk/reward is unfavourable as the downside (9.9% to undisturbed...
565 Views
Updated Tool for TSE "Mgmt Conscious of Capital Cost/Stock Price" And New Presentation/CaseStudies
The TSE update for this will come out in a day or two. There will be some commentary on the update. It is not meaningful yet, mostly because...
1.1k Views
CIMC Vehicles (1839 HK): Possible H Share Buyback Offer
The offer is light, but independent H shareholders holding blocking stakes will likely be supportive. The final offer will be made on “same or...
676 Views
S&P Global Water Index: Market Consultation Driven Potential Changes
S&P DJI's market consultation for the S&P Global Water Index could lead to quite a few changes to the index in October. There are a few potential...
1.1k Views
Asia Shorts: Geely, Ganfeng, Pharmaron, Evergrande, Fujitsu, Canon, Renesas, Toshiba, LGD, Doosan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
345 Views