mark-webb
joyy-inc
vitasoy-international-holdings-ltd
iqiyi-inc
china-medical-systems-holdings-ltd
58com
tal-education
pinduoduo-inc
wuxi-biologics
huazhu-group-ltd
china-feihe-ltd
ak-medical-hold
luckin-coffee
nmc-health
china-harmony-auto-holding-ltd
jinkosolar-holding
wirecard-ag
kandi-technologies-group-inc
gsx-techedu
gds-holdings
china-metal-resources-utilization
tianneng-power-international
hebron-technology
wins-finance-holdings
ideanomics-inc
upl-ltd
staar-surgical-company
lexin-fintech-holdings-ltd
spi-energy-co-ltd
seek-ltd
ever-sunshine-lifestyle
beijing-jingxi-culture-and-tourism
cbak-evergy
china-aoyuan-group
Insights
1 December, 2023
NEWSLETTER: EVERGRANDE (3333 HK)
Never profitable
Fredrik Oeqvist
Evergrande’s much delayed and recently published 2021 annual report makes clear that it significantly overstated revenue and earnings – most likely for many years. Contrary to what some people think, Evergrande was not so much a victim of tightened liquidity or a COVID-induced property market downturn; its problems were far more fundamental – there were never any profits....
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18 August, 2020
NEWSLETTER: COMING HOME?
Watch out for the privatisation “squeeze out”
Gillem Tulloch
The proposed Holding Foreign Companies Accountable Act could force hundreds of Chinese companies listed on US exchanges to delist over the next few years. For many large companies, seeking a secondary listing in Hong Kong or the mainland is a sensible insurance policy. However, investors should be wary of companies which decide to privatise and then relist. Our analysis of...
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