JD Industrials (7618 HK) IPO: Only Attractive if Priced Cheaply
JD Industrials is China's largest MRO player, but its IPO price of HK$15.5 suggests a high valuation, limiting upside. To make it attractive, it...
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HK Strategy: Focusing Back on Yields
High-yield HSI constituents have outperformed low-yield ones in the last 4 weeks, reversing the pattern this year. The top 15 will deliver a 6.2%...
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CICC (3908 HK): Initial Assessment of the Merger
CICC's merger with Dongxing and Cinda will make it the 3rd largest Chinese securities company, with diluted EPS, enhanced BPS, and lowered ROE for...
332 Views
Chuangxin Industries (2788 HK): It Doesn't Pay to Be Aggressive
Chuangxin's IPO fails to excite despite a grey market surge, with concerns over connected transactions, margin pressure, and leverage. Limited...
166 Views
Sa Sa Intl (178 HK): Positive Trend Beyond the Results
Sa Sa's strong 1H FY25/26 profit and 3Q sales growth, combined with favourable market conditions, make it a bargain with a healthy dividend yield....
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