Viva China: Perennially Inexpensive Li Ning Exposure
Unless the Li family pays out excess cash or undertakes a company restructuring, I would avoid the stock at this level, and look to enter when the...
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HSCI Index Rebalance Preview and Stock Connect: Potential Changes in September
There could be nearly 80 adds/deletes for the HSCI in September. That will trigger changes to the Southbound Stock Connect list and increase flows...
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Li Ning (2331 HK): Value Trap Play?
IF you are an arbitrageur, I might dip my toe in here. IF you are a long only investor, I'd probably be buying around here. But neither are strong...
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Visit to a Clarks Store in London, A New CEO, & The Surprising Popularity of Clarks' Wallabees
I visited a Clarks store in Putney, London today. I provide details of this store visit. Clarks is well poised to stage a major turnaround in...
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ECM Weekly (5 Apr 2020) - Kangji Medical, WeDoctor, IDP Edu, NextDC, Coles, and More
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. The talk...
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