CMCDI (133 HK): Buybacks And Management Fees Into Focus
CMCDI remains cheap. I think a buyback is a distinct possibility. And changes to the management agreement have to occur within the next few months.
574 Views
CMCDI (133 HK): Kan Re-Elected. But Only Just
CMCDI remains cheap. Argyle is still buying. If small, illiquid names, with a activism angle are your forte, get involved.
920 Views
ECM Weekly (29th Apr 2024) - IDEA, Kokusai, J&T, Krafton, Horizon, Oceana, ChaPanda, 99 Speed, Afcon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
636 Views
Xunfei Healthcare Technology Pre-IPO - Appears to Be in the Early Stages of Commercialization
Xunfei Healthcare Technology (XHT HK) is looking to raise around US$200m in its upcoming Hong Kong IPO. In this note, we look at the firm’s past...
486 Views
ECM Weekly (11th Mar 2024) - Oriental Land, ARM, Tuhu, Wiwynn, Macrotech, Zomato, Trial Holding
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
648 Views