In today’s briefing:
- What to Do with Hong Kong and China Property Stocks After a Crazy Week? Upcoming Catalysts and Risks
- A Detailed Look Into Innovations in Dentistry
- AUCTUS ON FRIDAY – 04/10/2024
- China Property Developers In Distress – Weekly News & Announcements Tracker | Sep 27-Oct 4, 2024
What to Do with Hong Kong and China Property Stocks After a Crazy Week? Upcoming Catalysts and Risks
- HK and China RE stocks on average rallied 20% and 174% respectively, since the US started rate cut and China’s huge economic stimulus
- Based on trading flows, positioning, and valuation, it is not too late to chase the rally. The timing, the language and the form of Chinese policy announcements are un-precedented
- Don’t fight against Beijing! We analyze upcoming catalysts and risks. Next Tuesday is a key time to watch due to potential policy window and trading resumption of Chinese equities.
A Detailed Look Into Innovations in Dentistry
- This report is almost entirely based on datamined from technical publications related to patents and innovations in the area of Odontology.
- The industry will see significant consolidation as mid-sized and smaller players with inspired innovations are be bought out as the industry seeks more cost-efficient distribution channels
- Among the listed companies 3M Co (MMM US) , Dentsply International (XRAY US) , Align Technology (ALGN US) , Envista Holdings (NVST US) & Straumann Holding (STMN SW) stand out.
AUCTUS ON FRIDAY – 04/10/2024
- AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price A$0.75 per share: Welchau is about oil rather than gas: perhaps smaller but higher value boe – Welchau is now interpreted as a light oil rather than a gas condensate discovery based on detailed analysis of samples recovered from the well and other well data.
- While this means that the energy equivalent hydrocarbon volumes may be smaller than the original pre-drill estimates, onshore oil can be more valuable than gas to a small company due to the ability to produce and progressively develop a field without having to first prove up sufficient reserves to underwrite a pipeline and secure a gas contract.
- Welchau is estimated to hold 90-95% oil and the production from Welchau-1 could be trucked to a point of sale or to ADX’s existing 3,000 bbl/d Anshof facility for processing when stable flows can be established.
China Property Developers In Distress – Weekly News & Announcements Tracker | Sep 27-Oct 4, 2024
- This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress
- We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
- We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to the sources
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