Weekly Deals Digest (10 Jul) - Tianqi Lithium, Noah Holdings, Emperador, Link Admin, Hwa Hong
Last week, notable developments occurred in Event-Driven (Link Admin, Giordano, Ramsay, DTAC/True, Infomedia, Hwa Hong, Cocoaland) and ECM (Tianqi...
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Noah Holdings: A Solid Takeout Candidate as the Largest Independent Wealth Mgmt Provider in China
In our view, Noah Holdings is a solid acquisition candidate as the largest independent wealth management services provider in China.
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Noah Holdings: Rich Pickings but Patience Required
The valuation is attractive for a company well-positioned to take advantage of any improving market sentiment and an easing of the risk-off sentiment.
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U.S. Equity Strategy: Market Too Good To Be True?
Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks...
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Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
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