Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
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Weekly Deals Digest (06 Apr) - Skyworth, HKBN, Makino, Avjennings, Domain, Dropsuite, Dada Nexus
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Skyworth Group (751 HK)'s Latest Partial Buyback. Thoughts On Proration
If the price gets (even) closer to the tender price, assuming investors want to come out short and expect no surprise shift in proration, it's...
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Skyworth (751 HK): Another Buyback
The buyback is likely a precursor to an eventual privatisation offer. Although the offer is unattractive, the vote will pass. The minimum proration...
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HK Connect Flows Weekly (Oct 24th): Alibaba, CNOOC, Pop Mart Intl, Duality Biotherapeutics
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, CNOOC, Pop Mart Intl, Duality Biotherapeutics,...
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