China-US Tension Escalation: Winners and Losers on Pelosi's Taiwan Visit
Chinese defense companies are the major winners in the escalation of the China-US tension following Pelosi's visit to Taiwan. We think Topsports,...
371 Views
Beneunder Pre-IPO - The Negatives - Doubts Remain, Including Related Party Dealings
Beneunder Limited (BL) aims to raise around US$500m in its Hong Kong IPO. In this note, we will talk about the not-so-positive aspects of the deal.
464 Views
Beneunder Pre-IPO - The Positives - Basking in the Sun
Beneunder Limited aims to raise around US$500m in its Hong Kong IPO. Sales have grown 6x over FY19-21. In this note, we talk about the positive...
345 Views
Topsports International: CCP's ZERO COVID Policy Has a Bigger Whopper Impact than Cheap Valuations
The CCP remains intent on maintaining its ZERO COVID policy which means continued sporadic lockdowns and social distancing measures, which is...
336 Views
Topsports (6110 HK): Upsizing Undervalued Sporting Goods Play
Topsorts is inexpensive versus peers and with to its historical metrics. Provided China does not implement another round of stringent lockdowns,...
530 Views