Li & Fung’s Opportunistic Privatisation Bid?
Li & Fung Ltd (494 HK) is a global merchandise supply chain manager. It assists retail brands source products from manufacturers in Asia along...
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Li & Fung: Privatisation Offer
Shortly after announcing its FY19 results - core operating profit declined 23%, although net profit turned positive - Li & Fung Ltd (494...
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Positions Built Up Ahead of the Carnage
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 6 March 2020.Total short...
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HK - Consumer Discretionary and Consumer Staples Stocks with High Southbound Shareholding
With trading on mainland China stock exchanges suspended for the rest of this week while trading in Hong Kong begins tomorrow, we take a look at...
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Pacific Textiles – Still an M&A Candidate but Now Cheaper and with Stabilising Earnings
In May 2018 we noted that Pacific Textiles was looking cheap based on its valuation, dividend and the potential for a follow-on partial tender by...
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