Yue Yuen Industrial Holdings (551.HK) - Challenging Prospects Overshadow Undervaluation
Due to high inventory of brand customers/global economy downward pressure, Yue Yuen's order visibility in 22Q4/23Q1 is low.Its valuation's lower...
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Bestway Global’s Scheme Document, IFA Opinion
Bestway has despatched the scheme document. The court meeting is scheduled for 10 am on 15 September. At the last close price of HK$4.18 per share,...
171 Views
Bestway Global’s Privatisation Bid
Bestway announced a privatisation offer from Mr Zhu Qiang (the Founder, Chairman & CEO) at HK$4.38 per scheme share. While not a knockout offer, we...
389 Views
Where Are Global Value Funds Positioned?
With Value funds capturing some long awaited outperformance this year, we analyse the current holdings set up among the active Global Value funds...
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Taiwan: Recession? What Recession? A Model Democracy Combats Covid
Taiwan's industrial production has expanded in each of the last 5 months, accelerating in June 2020 to 7.3% YoY growth. This reflects the fact...
421 Views