Hong Kong Stocks Priced For Liquidation
With investors chucking in the towel and the HSI touching a thirteen-year low, it's time for some old school perspective.
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Jinke Smart’s VGO from Boyu Capital: Open with First Close of 14 November
The offer is unattractive, but the low acceptance threshold and peer multiple derating suggest a high probability of success. At the current price,...
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Jinke Smart (9666 HK): Boyu's Offer Now Open
Optically, the Offer price looks horrible. The valuation under the Offer is similarly unreasonable - especially factoring in Jinke's cash pile....
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Hong Kong Connect Flows (Oct 21st): $3.2bn Inflows
We analyzed the Hong Kong Connect Scheme for last week and highlight $3.2bn inflows last week and flows for Tencent, Meituan, Wuxi Biologics.
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Hong Kong Connect Flows (Oct 14th): Tencent, Li Auto
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Tencent Holding (700 HK), and Li Auto (2015 HK).
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