Yixin Group Limited (HKG: 2858) shares have had an impressive past couple of months, gaining +16.2% YTD after a shaky period beforehand. This outperforms the HSI index which at the moment YTD has only gained +2.5%. The stock is currently under consolidation mode for about a month now going directionless. With the recent rebound in…
Category: Stock Analysis
Foodpanda Launches Brilliant Curated Meals with “Meal for One” for Solo Diners
Foodpanda, famously known for its cute looking pink panda logo and operating as a leading brand under Delivery Hero for online food and grocery platform – has launched a brilliant strategy for solo diners out there with its curated meals “Meal for One”. With a Meal For One, customers can now order single-person meals on…
CrowdStrike Documented Worst Day as Outage Could Be World’s Largest Ever
Imagine if there’s a day that technology would brought the entire world to a pausing halt. That was yesterday. CrowdStrike Holdings has long dominated the market for cloud-based software which is meant to protect customers’ networks from hackers, but a botched software update has other plans that brought businesses from airlines to banks to a…
Is Netflix Cheap or Expensive At This Price?
A lot has happened since my last coverage on Netflix which was many quarters ago. Since Netflix’s founder Reed Hastings gave up on his position as CEO, the company has taken a different direction altogether with its strategy on password-sharing and also advertising focus. As a result of its curb strategy on password-sharing and tiered…
Which Sectors Will Benefit The Most From an Interest Cut?
We all know how much inflationary pressures and interest rate play a part in sustaining this big bull market within the financial market. An interest rate cut generally stimulates economic activity by reducing the cost of borrowing, which will then trickles down to benefit several sectors of the economy. In this article, we’ll explore some…
The Logic Behind Ping An’s $3.5 billion Convertible Bond Issuance
Convertible bonds have become increasingly popular with Chinese companies lately, and Ping An Insurance is the latest company to have announced that it will raise a $3.5 billion in a convertible bond deal. According to the term sheet and announcement made by the company which you can find the link here, the bond will have…
Warner Bros. Discovery Inc. (Nasdaq: WBD) – An Undervalued Multi-Bagger Gem
This article was written and first appeared on Fundflicks – Warner Bros Discovery (fundflicks.net) If you have not familiarized yourself with Warner Bros. Discovery Inc. (Nasdaq: WBD), maybe you might be interested to find out more after reading this article. Subscription videos on demand and streaming have been prevalent over the last decade and consumers…
Hongkong Land Holdings Limited (SGX: H78): Too Cheap to Ignore
This article was written and first appeared on Fundflicks – Hongkong Land Holdings Limited (SGX: H78): Too Cheap to Ignore (fundflicks.net) The ongoing saga surrounding China’s largest private property developer – Country Garden Holdings, who failed to pay coupons on the bonds due 6 August 2023, has exacerbated the fear on the property cashflow situation…
Sequoia Capital China Buys Discounted Stake in Xiaohongshu
Sequoia Capital China recently acquired a stake in Chinese social e-commerce app Xiaohongshu at a discount to the company’s most recent equity financing valuation at $14 billion, which was a 30% haircut from the company’s $20 billion valuation in late 2021. You might be familiar with this house name because it is the Chinese version…
Tweaking Regulatory Gearing Limit for S-REITs
Yesterday, there was an article which I read that caught my attention immediately. The title itself was self-provoking as “tweaking” regulatory limits for S-REITs gearing probably warrants a deeper discussion on the topic itself. This news is not surprising and has been in consideration for many years, but it shows up and revolves around when…