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,...
365 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.
459 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...
339 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,...
526 Views
Topsports International Holdings - Is Cheap Enough to Counter Some of the Risks
Topsports International Holdings (TIH) is now trading close to its all time lows, after the shares corrected by 50% over the past year.
375 Views