Jiayuan Int'l (2768 HK): Fully Priced Ahead Of Jiayuan Services Spin-Off
At 1.13x P/B, Jiayuan appears fully price. If the recent outperformance is on account of the listing of JSH today, even more, the reason to sell...
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Jiayuan Services (1153 HK): Small Player At A Big Price
I see no compelling reason why a management service company of this size, should be priced at a premium to larger, more liquid, and in many cases,...
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Jiayuan Services (佳源服务) Pre-IPO - Another Small Property Management Company
Jiayuan Services (1811351D HK) (JS) is looking to raise about US$100m in its upcoming Hong Kong IPO.The company is the property management arm of...
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HK - Shorts Increase on Alibaba, Xiaomi, AIA, Bud APAC; Decrease on Tencent
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 December.Total short notional...
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Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
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