Sinopec Engineering (2386 HK): Priced For Liquidation. Again
SEG is cheap, currently trading below net cash. With a median trailing P/E and P/B pre-Covid of 7.9x and 1.1x, I see at least 40% upside from here.
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EM Value Fund Positioning
With Value funds making gains on Growth funds this year, where are active Emerging Market Value managers positioned across countries, sectors,...
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Asia-Pac Stocks Priced For Liquidation
When investors are chucking in the towel, including the event space (RV, risk arb etc.), it's time for some old school perspective. In this...
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Hebei Construction IPO Review - Late to the Xiongan Game with Corporate Governance Issues
Hebei Construction Group Co (1727 HK) is raising approximately US$314m in its upcoming IPO to fund the construction of projects that are to be...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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