Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

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<li>
<strong><a href="https://www.smartkarma.com/entities/dongyue-group-ltd" target="_blank" data-smartkarma-citation="entities:20429:1" rel="noopener">Dongyue Group (189 HK)</a></strong> is a leader in the manufacturing of fluorochemicals and organosilicons, and the largest player in second-generation refrigerants. </li>
<li>FY21 profit was up 69% yoy. The company just announced profit in the first five months of 2022 recorded an increase of 170%+ compared to the corresponding period last year.</li>
<li>The trade pushback centers on corporate governance issues, both in Hong Kong and in the PRC.</li>
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Dongyue Group (189 HK) is a leader in the manufacturing of fluorochemicals and organosilicons, and the largest player in second-generation refrigerants. 
FY21 profit was up 69% yoy. The company just announced profit in the first five months of 2022 recorded an increase of 170%+ compared to the corresponding period last year.
The trade pushback centers on corporate governance issues, both in Hong Kong and in the PRC.


Dongyue (189 HK): Fast-Growing FCEV Play... With Baggage

Hong Kong

Macrolink Capital Holdings Limited, through its subsidiaries, provides general construction services including decoration, electrical and mechanical works. The Company also develops and invests in properties and provides property management and agency services as well as operates department stores.

Macrolink Capital Holdings Limited (758 HK)

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Dongyue (189 HK): Fast-Growing FCEV Play... With Baggage

Dongyue and SDOM are strongly correlated. Dongyue may get a boost from its positive profit alert. Then I'd probably tilt negative, and look to...

David Blennerhassett