China Machinery Engineering (1829 HK): Possible Offer
Shares are suspended so there is nothing to do here. I think the Offer needs to be pitched closer to $4/share to dislodge Cape Ann. It will still...
640 Views
Beijing Jingneng (579 HK): Privatisation Offer From Parent
Currently trading at a gross/annualised spread of 7.6%/18.9%, assuming the transaction takes five and a half months to complete. This appears a...
510 Views
AviChina (2357 HK): Buy The Modern Army Narrative
One would think the "modern army" maxim will catalyse companies such as AviChina (2357 HK). That is positive. But why subject capex to outside...
794 Views
China Longyuan (916 HK): Running Out Of Puff?
Wind-power play China Longyuan Power Group Corp (916 HK) (CLPG) gained 13% on the 30 July, on ~7x the normal volume (three-month average), plus...
497 Views
"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
509 Views