CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications
China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...
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Korean Government Launches a Tender Offer to Sell a 29.3% Stake in NXC Corp for US$3.6 Billion
On 4 December, the South Korean government announced that it will launch a tender offer to sell a 29.3% stake in NXC Corp for about US$3.6 billion.
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Hong Kong Buybacks Weekly (Sep 22nd): Tencent, Aia, China Petroleum & Chemical
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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Hong Kong Buybacks Weekly (Sep 8th): Tencent, Aia, Country Garden Services
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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VNG (VinaGame): The Only Tech Unicorn In Vietnam
VNG filed for a US listing last week. The investment thesis of the company remains more or less the same as what we highlighted in this note.
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