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Recent
bearish
•
Lufax Holding
•
18 Jun 2024 05:29
•
Syndicated
Closing Lufax
The Company considers that the adjustment formula is in line with market practice for anti-dilution provisions in convertible securities.
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bullish
•
Noah Holdings
•
28 Mar 2024 07:36
•
Syndicated
Update on active Ideas
I mentioned Noah holdings as a trade to buy before earnings since I anticipated an announcement of significant capital returns.
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bullish
•
Lufax Holding
•
21 Mar 2024 07:12
•
Syndicated
Quick Ideas #9
A Chinese lending company, lending out directly and providing a peer to peer lending platform for the Chinese market. With Ping An being a ~41%...
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bullish
•
Dada Nexus
•
20 Mar 2024 08:08
•
Syndicated
Quick Ideas #8
Chinese stocks feel like loaded springs to me now. I have played this so far by buying DADA at $1.50 (I think I posted it at $1.67 ish) and closed...
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bullish
•
Nameson Holdings
•
07 Mar 2024 07:55
•
Syndicated
Some Updates #2
First a new holding, Nameson Holdings (HKG:1982). A vertically integrated knitwear and fabrics manufacturer with most of its production base in...
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