JD.com Tencent Div Distribution - The US$10bn Overhang - Passives Might Have to Sell
On 23rd Dec, Tencent declared a dividend in the form of distribution in specie of 457.326m shares of JD.com, i.e. 1 share of JD.com for every 21...
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JD Logistics (2618 HK): Shrinking Operating Loss in 2H21 and Exclusive Revenue Support
JD.com (JD) is a strong support for JD Logistics’ revenue. JD Logistics successfully acquired its corporate clients and expanded its warehouse...
292 Views
China ADRs & HFCAA: Pace of Homecoming Listings Should Pick Up & Implications
The SEC naming 5 companies under the HFCAA put China ADRs under pressure last week. The news that the CAC had nixed DIDI's HK listing plans added...
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Merger Arb Mondays - Razer, 51Job, Irongate, Link, Crown Resorts, Guodian
We summarise the latest spreads and newsflow of merger arb situations covered by us. The highest gross spreads are Razer, 51Job, Irongate, Link...
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HK Short Interest: JD, Meituan, Alibaba
We highlight week on week short interest increases in JD (9618 HK), Meituan (3690 HK), and Alibaba (9988 HK) based on the latest HK SFC Short...
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