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...
471 Views
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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Last Week in Event SPACE: Toyota, Rio Tinto, Hainan Meilan, Fujitsu General
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
704 Views