Primer: Mason Group (273 HK) - Aug 2026
Mason Group is a conglomerate with a disparate portfolio spanning financial services, healthcare, and mother-infant-child (MIC) retail, which...
104 Views
Postcard from Hanoi | Xin Chà o Việt Nam
​Exploring Vietnam's potential for growth and investment opportunities, despite challenges in capital markets and institutional participation....
487 Views
Guotai Junan International (1788 HK): Precon Privatisation by Guotai Haitong Securities at HK$3.00
While the offer is below the six-month high, it is attractive compared to peer and precedent transaction multiples. Barring a significant re-rating...
197 Views
Get Nice Holdings (64 HK): Chairman’s Scheme Offer Is Light
While the offer represents a five-year high, it is light, implying a P/B multiple at a discount to precedent transactions and peer multiples....
155 Views
Get Nice Holdings (64 HK): Chairman to Take It Private?
Mr Hung (Chairman) is likely seeking to privatise GNH. My analysis suggests an offer of HK$4.74 to HK$7.09 per share, representing a 40% to 109%...
146 Views