CMCDI (133 HK): Kan Re-Elected. But Only Just
CMCDI remains cheap. Argyle is still buying. If small, illiquid names, with a activism angle are your forte, get involved.
523 Views
Activism Takes On CMCDI (133 HK)
This in interesting. As per my note, Lazard held 15.89%. Lazard's latest disclosure states they've cleared 14%, paying $14.67/share, implying they...
640 Views
GEMWeekly (24 May 2024): Chinese Cloud Providers Slash Prices; Alibaba, Baidu, Tencent, Samsung
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
195 Views
Xunfei Healthcare Technology Pre-IPO - Appears to Be in the Early Stages of Commercialization
Xunfei Healthcare Technology (XHT HK) is looking to raise around US$200m in its upcoming Hong Kong IPO. In this note, we look at the firm’s past...
307 Views
Northbound Flows (Apr 3rd): CATL, Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Moutai. Not e that connect scheme was closed...
365 Views