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China MeiDong Auto (1268 HK)
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121
Analysis
Consumer Discretionary
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China
China Meidong Auto Holdings Limited is an automobile dealership and maintenance group in China.
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bullish
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Thematic (Sector/Industry)
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19 Dec 2019 07:35
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...
Nicolas Van Broekhoven
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1.3k Views
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bearish
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Quantitative Analysis
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01 Dec 2019 07:42
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...
Brian Freitas
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329 Views
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bullish
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China MeiDong Auto
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28 Nov 2019 16:12
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...
Sameer Taneja
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510 Views
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bearish
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Yadea Group Holdings
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08 Nov 2019 08:56
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....
Sameer Taneja
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697 Views
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bearish
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China MeiDong Auto
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24 Sep 2019 15:19
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...
Nicolas Van Broekhoven
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475 Views
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