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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Yadea - Play on EV , 83% of Market Cap in Cash, Will Shareholders See the Cash?
At first glance Yadea Group Holdings (1585 HK) seems a very compelling investment. It probably would pop up on lots of value investing screens....
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China Meidong (1268 HK): Risks Neglected as Market Cap Pushes Beyond 1 B USD
Meidong reported 1H19 results late August and we attended the company's analyst briefing in HK. Revenue in 1H19 grew by 57% and profits were up...
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