Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
303 Views
OneConnect (6638 HK/OCFT US): Ping An's Offer Gets The Nod From SAMR
Terms are light. That is clear. And trading wide as a result. IF illiquid Hong Kong arbs are your bag, get involved. After the Goldlion and...
449 Views
Lifestyle China (2136 HK): Expectations of a Deal Break with a Vote on 20 February
As expected, the scheme vote failed. The minority participation rate was high at 43.28%. The results showed that 17.25% of disinterested...
772 Views
Lifestyle China (2136 HK): Lau's Scheme - The Premium Is Still Wrong. And Now Final
IF illiquid arbs are your thing and you think this get up, pay up to HK$0.95/share for a 3.4%/15% gross/annualised return (where possible), if mid...
633 Views
Lifestyle China (2136 HK): Thomas Lau Bumps, but the Offer Remains Light
The revised offer remains light. The high AGM minority participation rates remain a vote risk. Head for the exit as the shares are trading at the...
661 Views