Pacific Textiles – Still an M&A Candidate but Now Cheaper and with Stabilising Earnings
In May 2018 we noted that Pacific Textiles was looking cheap based on its valuation, dividend and the potential for a follow-on partial tender by...
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HK Connect Ideas: Sunny Optical, Shenzhou Intl, AIA, Weak Flows Ahead of Golden Week (2019-09-27)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
838 Views
Xinyi Energy (信义能源) IPO: An Overvalued Deal Disguised by High Dividend
Xinyi Energy, the subsidiary holding solar assets of Xinyi Solar Holdings (968 HK), started book building today. In our previous insights, we have...
820 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
525 Views
It Is Time to Up the Anta
Anta's multibrand portfolio benefits from strong demand for sportswear.Hong Kong-listed Anta Sports Products Ltd (2020 HK) is China’s largest...
280 Views