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.
486 Views
PAG Pre-IPO - The Negatives - Planned Reorg Doesn't Sound Great
PAG aims to raise around US$2bn via its Hong Kong IPO. In this note, we talk about the not so positive aspects of the deal.
569 Views
Digital Core REIT – Pure-Play Data Centre S-REIT – Debuts on SGX
Digital Core REIT is a pure-play data centre S-REIT sponsored by Digital Realty – the largest owner, operator, developer and acquirer of data...
1.2k Views
Sun Hung Kai & Co. – Blowing Smoke
SUN HUNG KAI & CO: SHK announced unaudited results for 4M21 of HKD 1.1 bn, which appear to be driven by low quality MTM gains from investment...
210 Views
Hong Kong Exchange & Clearing – Making The Connection
HONG KONG EXCHANGES & CLEARING: Mainland China’s financial regulatory authorities released a consultation paper on WM Connect, an avenue to bring...
249 Views