Kingdee: Cloud Growth Is Strong and It’s Coming From New Customers
We believe that the market may have overlooked Kingdee International Software (268 HK)’s prospects on the grounds that growth in its cloud business...
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Kingdee Vs Kingsoft: Plays On China's Potential Ban of Western Software?
Amidst the tech war with the U.S, China has reportedly ordered all foreign PC hardware and operating systems to be replaced in the next three...
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HK Short Interest - Big Covering in Financials
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 20 September. Total short...
845 Views
HK Short Interest - The IT Crowd
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 13 September. Total short...
864 Views
Artgo And Other Short Sell Ideas
This past weekend, David Webb flagged Artgo Holdings (3313 HK) as a bubble stock with a P/B of ~24x after gaining 2,276% YTD. Artgo (the website...
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