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.
457 Views
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,...
246 Views
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....
310 Views
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.
258 Views
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).
365 Views