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>
</ul>



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

New Silkroad Culturaltainment Limited is an investment holding company which focuses on investing in, and consolidating, wine and baijiu companies.

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New Silkroad Culturaltainment (472 HK)

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

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