All that Glitters Is Not Gold, Stocks Not to Hold (For Now) - Part I

Coffee Day Enterprises (CCD IN): Time to Rise and Shine. Likely Stake Sale Can Unlock Value, Finally

Coffee Day Ent. (CCD IN): Ambiguity & Likely Sale of Collateral Shares Plunge It to All-Time Lows

CMLES Up 9% on Good Results; Policy Clarifications Re-Affirms Earlier Views

Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

China Maple Leaf Educational Systems (1317 HK)

<p>2017 was a fantastic year for many China-based companies who listed in Hong Kong and/or US. Most of the IPOs I covered were In-The-Money on a 1-month or 3-month basis. Calls had lower accuracy on a one-week basis, probably due to the huge volatility during the first week of trading. </p><p>The best performer I covered had to be <a href="https://www.smartkarma.com/entities/24388" target="_blank" data-smartkarma-citation="entities:24388:1">China Literature Ltd (772 HK)</a>, up &gt;80% within the first week of listing. Out of the ten IPO Deals I covered and successfully listed last year, seven were in the education sector. In this article, I provide a summary table of my calls on IPOs and listed companies for 2017, and actions to take for 2018.</p>

2017 was a fantastic year for many China-based companies who listed in Hong Kong and/or US. Most of the IPOs I covered were In-The-Money on a 1-month or 3-month basis. Calls had lower accuracy on a one-week basis, probably due to the huge volatility during the first week of trading. The best performer I covered had to be China Literature Ltd (772 HK), up &gt;80% within the first week of listing. Out of the ten IPO Deals I covered and successfully listed last year, seven were in the education sector. In this article, I provide a summary table of my calls on IPOs and listed companies for 2017, and actions to take for 2018.

A Summary of 2017 IPOs, Stock Calls, and Actions for 2018