Sohu/Sogou: Persuasive Situation Amid Ongoing Antitrust Investigations
Trading at a gross spread of 7.5%. Even assuming another six months out from here to complete the deal, that looks compelling. I still like Sohu...
331 Views
Anta Sports Placement - Has Been Doing Well but the Chairman Selling Will Be -Ve for Sentiment
Anta Sports Products (2020 HK)'s Chairman aims to raise around US$1.5bn via selling a 3.3% stake in the company. In this note, we will run the deal...
333 Views
Linklogis Pre-IPO - The Positives - Fast Growing Blockchain Driven Supply Chain Financier
Linklogis, a technology solution provider for supply chain finance in China, is aiming to raise around US$500m in its Hong Kong IPO. Its investors...
352 Views
Topsports Placement - Previous Deal Didn't Do Well, More to Come
CDH aims to raise around US$236m via selling a 2.3% stake in Topsports International (6110 HK). This will be the second selldown in the company in...
394 Views
The Shaky Assumptions Behind Recent Strong Performance of Asian Container Carriers
Container carriers have performed very well since mid-2020, and we concede we underestimated the strength of spot rates in recent weeks. But...
319 Views