Sell Lenovo: Round Three Tariffs Will Hurt. Rising Risk of Capital Raising
Trumps tariffs Trump’s round-three tariffs target tech. Specifically, Desktops/servers (8471), PCBs, computer parts (8473) and Network equipment...
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Xiaomi and China Banks: Poor China IT Financial Metrics, a Lessor Known Risk to China Banks
China’s banks are well-exposed to China’s Information Technology (IT) companies. We may sometimes forget this, where we tend to focus on industrial...
563 Views
Last Week in Event SPACE: Toshiba, Altaba, Sanyo. APA, HAECO, Avichina
Last Week in Event SPACE ... Games of chicken in Altaba Inc (AABA US)'s tender offer A rational event investor should buy Toshiba Corp (6502 JP),...
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Last Week in Event SPACE: Sharp, Red Star, Minor Int'l, PICC, Legend
Last Week in Event SPACE ... Another step in the evolution of bringing Sharp Corp (6753 JP)out of Capital Structure Purgatory The arb on the Red...
159 Views
Legend's Conversion of Domestic Shares
Yesterday, a CCASS filing highlighted 850mn shares entering Legend Holdings Corp H (3396 HK)'s share registry via CCASS Participant ID A00002, as...
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