Overview of My Winners and Losers in 2020...And 5 High Conviction Ideas Going into 2021
Looking back at our 2020 favorite picks shows good performance across the board except for Procurri which declined over 40%. We also highlight 5...
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Beijing Jingneng (579 HK): Privatisation Offer From Parent
Currently trading at a gross/annualised spread of 7.6%/18.9%, assuming the transaction takes five and a half months to complete. This appears a...
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Last Week In Event SPACE: FamilyMart, Sina, Line Corp, Metlifecare, Accordia Golf, Jingjeng, O-Net
Last Week in Event SPACE ... Interestingly, the impact of FamilyMart Co Ltd (8028 JP)'s shareholder dynamic on price may not be what "smart"...
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Beijing Jingneng (579 HK): The Latest Clean Energy Privatisation?
Beijing Jingneng Clean Energy (579 HK), an SOE utility, was suspended Friday morning pursuant to the Code on Takeovers and Mergers. Should an Offer...
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Cosco Shipping (517 HK): Stock +6% YTD; 74 Managers Should Start to Care About Unlocking Value
Cosco International Holdings (517 HK) has been a dreadful performer for years. Many would refer to it as a classic HK value trap. However, YTD the...
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