Primer: Zensun Enterprises (185 HK) - May 2026
Zensun Enterprises is a deeply distressed Chinese property developer facing significant liquidity challenges, including multiple loan and...
100 Views
Minmetals Land (230 HK): Scheme Vote on 9 February Is a Done Deal
This is a done deal in large part due to the significant takeover premium. At the last close price and for a 10 March payment, the gross/annualised...
287 Views
HSCI Index Rebalance: 22 Adds, 27 Deletes & Changes to Southbound Stock Connect
There are 22 adds/ 27 deletes for the HSCI in Sep leading to 22 adds/ 24 deletes for Stock Connect. Since end June, shares held though Southbound...
979 Views
HSCI Index Rebalance Preview and Stock Connect: The Final List for September
There could be nearly 50 adds/deletes for the HSCI in September. That will trigger changes to the Southbound Stock Connect list and increase flows...
978 Views
Hailan Holdings (2278 HK): Conditional Offer Open but Success Is Daunting
The acceptance condition is daunting due to the high hurdle rate and the lack of a bump. Risk/reward is unattractive as the current gross spread of...
508 Views