Meidong: A Deep Dive : Looking into 2019 and Beyond
China Meidong Auto (1268 HK) multiple is stretched. It probably has two premiums built into it: 1) an acquisition premium 2) and an execution...
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Trade Idea (Update): What's Next After HSCI Review Announcement
After the market close on Feb 21st, Friday, Hang Seng announced the results of the index review for the 4Q2019. In our previous note (link here),...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
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Meidong - Multiple Expansion To Facilitate M&A?
China Meidong Auto (1268 HK) has had a tremendous run over the last few months. The stock trades at 18x PE 2019 on my numbers. The next best stock...
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