Clear Media: Comp Doc Out. Done Deal. Payment 19 May
On the 31 March, Clear Media Ltd (100 HK)-management-led Ever Harmonic made a voluntary cash offer for Clear at HK$7.12/share, a 50.21% premium to...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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China Gas Short Interest Plunges as Placement Provides Exit
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 17 April 2020.Total short...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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Investing in Indian Cricket: Can the Likes of Dream11 Fill the Void?
Last week, an article on Bloomberg suggested that the likes of Alibaba Group (BABA US) and Tencent Holdings (700 HK) are pouring cash into India’s...
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