Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Turtles all the way down
Independent Research
•
Turtles all the way down
Message
Follow
Location:
Netherlands
Joined:
03 September 2021
36
Insights
9.8k
Views
31
Followers
Equity Bottom-Up
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bearish
•
Lufax Holding
•
18 Jun 2024 05:29
•
Syndicated
Closing Lufax
The Company considers that the adjustment formula is in line with market practice for anti-dilution provisions in convertible securities.
Turtles all the way down
99 Views
Share
bullish
•
Noah Holdings
•
28 Mar 2024 07:36
•
Syndicated
Update on active Ideas
I mentioned Noah holdings as a trade to buy before earnings since I anticipated an announcement of significant capital returns.
Turtles all the way down
388 Views
Share
bullish
•
Lufax Holding
•
21 Mar 2024 07:12
•
Syndicated
Quick Ideas #9
A Chinese lending company, lending out directly and providing a peer to peer lending platform for the Chinese market. With Ping An being a ~41%...
Turtles all the way down
243 Views
Share
bullish
•
Dada Nexus
•
20 Mar 2024 08:08
•
Syndicated
Quick Ideas #8
Chinese stocks feel like loaded springs to me now. I have played this so far by buying DADA at $1.50 (I think I posted it at $1.67 ish) and closed...
Turtles all the way down
200 Views
Share
bullish
•
Nameson Holdings
•
07 Mar 2024 07:55
•
Syndicated
Some Updates #2
First a new holding, Nameson Holdings (HKG:1982). A vertically integrated knitwear and fabrics manufacturer with most of its production base in...
Turtles all the way down
203 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.1
x