Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

China Traditional Chinese Medicine / Event-Driven

<ul>
<li>Just plain ugly. <a href="https://www.smartkarma.com/entities/china-traditional-chinese-medicine" target="_blank" data-smartkarma-citation="entities:351:1" rel="noopener">China Traditional Chinese Medicine (570 HK)</a> ("TCM") fell 11.7% yesterday. It's down another 7.9%, on large volume, as I type.  The stock is now ~35% below terms</li>
<li>Depending on who you talk to, the sudden move was triggered by a couple of event pods dumping stock; or the incoming CNPGC chairman is not supportive. Or perhaps both. </li>
<li>Since rumours surfaced early Feb as to an Offer, a basket of TCM's peers are up 8% on average. The HSI is up 15%. TCM's downside from here appears limited.</li>
</ul>


Just plain ugly. China Traditional Chinese Medicine (570 HK) ("TCM") fell 11.7% yesterday. It's down another 7.9%, on large volume, as I type.  The stock is now ~35% below terms
Depending on who you talk to, the sudden move was triggered by a couple of event pods dumping stock; or the incoming CNPGC chairman is not supportive. Or perhaps both. 
Since rumours surfaced early Feb as to an Offer, a basket of TCM's peers are up 8% on average. The HSI is up 15%. TCM's downside from here appears limited.


Pan-Asia Equity Bottom-up, Wickhams Hill

Lloyd Moffatt

Pan-Asia Equity Bottom-up

Research-Intensive Fundamental Value Advisor

Wickhams Hill

Wickhams Hill Capital is a research-intensive fundamental value advisor, on long and occasionally short investment opportunities concentrated in small and mid-cap public companies.

Thematic (Sector/Industry)

This is the first instalment of Wickhams Hill’s monthly note covering the performance of small-cap markets across ASEAN and Hong Kong. While starting small, we hope to build out the content over time to be more useful and insightful for readers. Any feedback or suggestions are most welcome in the comments below.<h2>Market Overview</h2>Asia small-caps were off to a positive start in most markets and more in-line with large-cap indices, in contrast to last year. Indonesia and Singapore were the stands…

This is the first instalment of Wickhams Hill’s monthly note covering the performance of small-cap markets across ASEAN and Hong Kong. While starting small, we hope to build out the content over time to be more useful and insightful for readers. Any feedback or suggestions are most welcome in the comments below.Market OverviewAsia small-caps were off to a positive start in most markets and more in-line with large-cap indices, in contrast to last year. Indonesia and Singapore were the stands…

Asia Small-Cap: Top Movers, Buybacks and Insider Dealing - Jan'18

Looking for insights from people really in-the-know, we tracked insider dealing during 2017. We ranked the top five companies for insider buying and selling to get a sense of which management teams are selling out at the top or backing a horse they know is a winner.For this screen we opened the universe to all market caps, increasing relevance to more investors and to potentially highlight any shortable opportunities. The companies are ranked by net traded value as a % of market cap. We may…

Looking for insights from people really in-the-know, we tracked insider dealing during 2017. We ranked the top five companies for insider buying and selling to get a sense of which management teams are selling out at the top or backing a horse they know is a winner.For this screen we opened the universe to all market caps, increasing relevance to more investors and to potentially highlight any shortable opportunities. The companies are ranked by net traded value as a % of market cap. We may…

Insider Report: Largest Insider Dealings for 2017

China

Sanai Health Industry Group Company Limited operates as a drug products manufacturing company. The Company develops and markets western pharmaceutical products, modern Chinese medicine products, over the counter drugs, and other products. Sanai Health Industry Group markets its products throughout China.

Sanai Health Industry Group Company (1889 HK)

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Sanai Health Industry Group Company (1889 HK)

TCM (570 HK): Where's The Floor?

IF this decline was due to a couple of event funds blowing up, I'd be picking up shares here. And get out on the pop. But there's still the...

David Blennerhassett

Asia Small-Cap: Top Movers, Buybacks and Insider Dealing - Jan'18

This is the first instalment of Wickhams Hill’s monthly note covering the performance of small-cap markets across ASEAN and Hong Kong. While...

Lloyd Moffatt

Insider Report: Largest Insider Dealings for 2017

Looking for insights from people really in-the-know, we tracked insider dealing during 2017. We ranked the top five companies for insider buying...

Lloyd Moffatt

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52-week Range

Market Cap (USDm)

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Dividend (Yield)