ENN Energy (2688 HK): Privatisation Progressing Well Ahead
ENN Energy is progressing on meeting pre-conditions, with no merger control filing needed. Refinancing with onshore bank loans and using cash...
138 Views
China East Education (667 HK): In an Excellent Position
CEE is thriving with strong government support, higher tuition, cost control, growth in "Fashion and Beauty" segment, new course introduction, and...
473 Views
China Pair Trade: Long SITC Intl (1308 HK), Short OOIL (316 HK)
A Long SITC Intl, short OOIL pair trade could benefit from resilient intra-Asia trade and challenges on Trans-Pacific route. SITC's higher ROE and...
294 Views
China & HK Strategy: Tariff Exemption Beneficiaries
Lenovo, AAC Technologies, BYD Electronics, and Tcl Multimedia are set to benefit from Trump's tariff exemption, with potential for a rebound in...
310 Views
Anta Sports (2020 HK): 1Q25 Stable, yet the Margin Remains Our Concern
Anta Sports has a healthy 1Q25, but uncertainty looms due to the US-China trade war and Amer Sports' exposure. The Jack Wolfskin acquisition will...
391 Views