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Caixin Global

Articles from Caixin Global

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Cross Asset Strategy

<ul><li>In Depth: China’s game studios face long march as titles languish unapproved</li><li>Cover Story: The beginning of the end of the post-Cold War world order</li><li>China Merchants Bank to join Greater Bay Area testing ground for fintech</li></ul>

In Depth: China’s game studios face long march as titles languish unapprovedCover Story: The beginning of the end of the post-Cold War world orderChina Merchants Bank to join Greater Bay Area testing ground for fintech

CX Daily: China’s Game Studios Face Long March as Titles Languish Unapproved

Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Equity Bottom-Up

<ul>
<li>In a move to shore up liquidity, but not to repay debt, Evergrande has sold stakes and "right to debt" in four development projects to SOEs at “fire sale” prices;</li>
<li>Only USD 47.2 bn in liabilities to go Chairman Hui, but didn’t you say less than two weeks ago “no fire sales”?; and    </li>
<li>
Municipalities, investors, and CINDA are picking off Evergrande assets on the cheap as well.    </li>
</ul>


In a move to shore up liquidity, but not to repay debt, Evergrande has sold stakes and "right to debt" in four development projects to SOEs at “fire sale” prices;
Only USD 47.2 bn in liabilities to go Chairman Hui, but didn’t you say less than two weeks ago “no fire sales”?; and    

Municipalities, investors, and CINDA are picking off Evergrande assets on the cheap as well.    


China Evergrande Group – Drop In The Bucket

<ul>
<li>
In Depth: How the balance of power over Ukraine shattered overnight
</li>
<li>
Hong Kong can stock up on anti-Covid drugs to tackle omicron outbreak, top infectious disease expert says
</li>
<li>
ByteDance looks to exit securities business as fintech rules tighten
</li>
</ul>



In Depth: How the balance of power over Ukraine shattered overnight


Hong Kong can stock up on anti-Covid drugs to tackle omicron outbreak, top infectious disease expert says


ByteDance looks to exit securities business as fintech rules tighten



CX Daily: How the Balance of Power Over Ukraine Shattered Overnight

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/razer-inc" target="_blank" data-smartkarma-citation="entities:24380:1" rel="noopener">Razer Inc (1337 HK)</a> has <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2022/0221/2022022100862.pdf" target="_blank" rel="noopener">announced</a> the remaining pre-conditions have now been fulfilled.</li>
<li>The next step is the Scheme vote, which may be held in early May, with possible completion in early June.</li>
<li>Despite SAMR approval last month, this transaction continues to trade wide to terms on concerns retail investors will disrupt the headcount test.</li>
</ul>



Razer Inc (1337 HK) has announced the remaining pre-conditions have now been fulfilled.
The next step is the Scheme vote, which may be held in early May, with possible completion in early June.
Despite SAMR approval last month, this transaction continues to trade wide to terms on concerns retail investors will disrupt the headcount test.


<ul>
<li>The shares of Evergrande aren’t worth the paper their printed on;  </li>
<li>Shanghai Construction receives a positive court outcome at expense of Evergrande; and</li>
<li>The likelihood that Evergrande has enough liquidity and will not have a fire sale of assets is nil – we can add Evergrande to the list of the walking dead. </li>
</ul>


The shares of Evergrande aren’t worth the paper their printed on;  
Shanghai Construction receives a positive court outcome at expense of Evergrande; and
The likelihood that Evergrande has enough liquidity and will not have a fire sale of assets is nil – we can add Evergrande to the list of the walking dead. 


China Evergrande Group – Be A Hero, Take It To Zero

China

China Evergrande Group is an integrated residential property developer. The Company, through its subsidiaries, operates in property development, investment, management, finance, internet, health, culture, and tourism markets.

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Evergrande (3333 HK)

CX Daily: China’s Game Studios Face Long March as Titles Languish Unapproved

In Depth: China’s game studios face long march as titles languish unapproved Cover Story: The beginning of the end of the post-Cold War world...

Caixin Global

China Evergrande Group – Drop In The Bucket

EVERGRANDE: In a move to shore up liquidity but not repay debt, Evergrande has sold stakes in four development projects to SOEs at “fire sale”...

Thomas J. Monaco

CX Daily: How the Balance of Power Over Ukraine Shattered Overnight

In Depth: How the balance of power over Ukraine shattered overnight. Hong Kong can stock up on anti-Covid drugs to tackle omicron outbreak, top...

Caixin Global

Razer Inc (1337 HK): Pre-Conditions Done

The key concern is that retail investors who bought at the IPO, will disrupt the headcount vote. I'd buy here, and buy up to $2.70/share or 4.4%...

David Blennerhassett

China Evergrande Group – Be A Hero, Take It To Zero

EVERGRANDE: The shares of Evergrande aren’t worth the paper printed on. Shanghai Construction receives a positive court outcome against Evergrande....

Thomas J. Monaco

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