China Evergrande Group – Up Is Down In Hong Kong
EVERGRANDE: After ensuring that Evergrande had enough liquidity to cover its excessive with subsidies from the local banks, the HKMA has asked them...
259 Views
Nature Home (2083 HK): Risk Aversity Sees Spread Blow Out
Given HK events have been a bloodbath this year, I thought this may trade wide. But not this wide. If you have the risk appetite, then get involved...
355 Views
Li Ning (2331): Toe Injury
The injured toe will lead to either an increase in R&D cost, an increase in the COGS that will decrease GPM or extra marketing costs as part of...
237 Views
Short Xinyi Glass (868) Vs Long Flat Glass (6865)
Xinyi Glass’ 60% revenue from Float Glass may decrease by 25-50% and the price multiple should be lower too. Going long Flat Glass rides the growth...
272 Views
TPW Advisory Friday Musings: Why Be Bearish?
Another week of one step forward, two steps back with ample opportunity to get chopped up. No surprise given the history of post options expiry...
1.2k Views