Zhuangyuan Pasture (1533 HK): H-Share Offer Via Buyback
Assuming late July payment, and inclusive of the FY21 dividend of RMB0.047/share, then I suggest buying up to ~HK$10.50/share or a gross/annualised...
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China Funds: Agricultural Commodities Spike
Agricultural Commodities have experienced a surge in ownership among active China investors. Average weights are at all-time highs as a record...
388 Views
Greatview (468 HK): A Packing Case Pick
I'd be picking up shares here. Pegged to its longer-term EV/EBITDA average, there is ~50%+ upside from here. With even more upside if GA Pack is...
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China A-Shares: Powering to New Highs
China A-Shares allocations have hit new highs among EM investors. We see a clear rotation in to A-Shares, with all measures of ownership moving...
450 Views
Merger Arb Mondays - Razer, 51Job, Irongate, Link, Crown Resorts, Guodian
We summarise the latest spreads and newsflow of merger arb situations covered by us. The highest gross spreads are Razer, 51Job, Irongate, Link...
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