StubWorld: PPB/Wilmar, LG Corp, China Motor/Yulon Motor
Wilmar continues to outperform PPB after the Yihai Kerry spin-off; and LG Corp (003550 KS) is cheap, and there are catalysts in the pipeline apart...
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Tianneng (819 HK): Star Market Battery Spin-Off Priced
In my prior insight, I recommended buying TPI on the expectation it retests its July high. It achieved that today. If you were already in, I'd be...
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Tianneng (819 HK): Battery Spin-Off And The Tesla Effect
The Star Market will welcome another battery manufacturer, one that is an up & coming supplier of lithium batteries, and one that promotes and...
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Yadea Negative EV, Cash Pile Growth>50% No Dividends ??
Since my last insight, Yadea - Play on EV, 83% of Market Cap in Cash, Will Shareholders See the Cash? things just got crazier in Yadea Group...
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HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
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