Tomson Group (258 HK): The Next Rivera
The family is active, having already privatised Rivera, which makes Tomson a cleaner entity to take private. Shares are not terribly liquid....
Rivera (281 HK): Limited Options As Scheme Meeting Firmed
This transaction looks done. At $0.62/share - where it is as I type - that's 4.8%/32.7% gross/annualised spread. That's attractive, although this...
Rivera (281 HK): Scheme Or Face Delisting
This transaction looks done. I'd buy here - $0.60/share - around an 8.3%/23.6% gross/annualised spread, assuming completion early June. However,...
Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
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