ValueBull
commented on
$Wilmar Intl (F34.SG)$
Big opportunity for $Yihai Kerry Arawana Holdings (300999.SZ)$ to capture upside from recent big stimulus announcement focusing on consumption demand.
Chinese government made it clear that retail infrastructure upgrades and higher consumption of goods are necessary to achieve GDP targets.
boosting of minimum wages is great for food and consumer goods businesses
we could see an increase of 20% in net incomes for Wilmar t...
Big opportunity for $Yihai Kerry Arawana Holdings (300999.SZ)$ to capture upside from recent big stimulus announcement focusing on consumption demand.
Chinese government made it clear that retail infrastructure upgrades and higher consumption of goods are necessary to achieve GDP targets.
boosting of minimum wages is great for food and consumer goods businesses
we could see an increase of 20% in net incomes for Wilmar t...
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$LINKLOGIS-W (09959.HK)$ $YZJ Fin Hldg (YF8.SG)$
There is big interest in financing private assets. Key attraction of private credit is the high interest charges to borrowers by lenders.
Linklogis is a platform that connects borrower's and lenders. the strong interest by investors in the private credit sector is a big tailwind for LinkLogis going forward
There is big interest in financing private assets. Key attraction of private credit is the high interest charges to borrowers by lenders.
Linklogis is a platform that connects borrower's and lenders. the strong interest by investors in the private credit sector is a big tailwind for LinkLogis going forward
$LINKLOGIS-W (09959.HK)$
as mentioned in the China NPC session, the government plans to stabilise the property market with the issuance of special bonds to buyup unsold inventory and ensure access to credit for developers.
LinkLogis as a trade financier is well positioned to assist in lending and benefit from increased business flows
as mentioned in the China NPC session, the government plans to stabilise the property market with the issuance of special bonds to buyup unsold inventory and ensure access to credit for developers.
LinkLogis as a trade financier is well positioned to assist in lending and benefit from increased business flows
$LINKLOGIS-W (09959.HK)$ $OCBC Bank (O39.SG)$ $STANCHART (02888.HK)$
more details here for SCB
Standard Chartered invests in Chinese supply chain finance blockchain Linklogis - Ledger Insights - blockchain for enterprise
more details here for OCBC
https://www.businesswire.com/news/home/20211101005590/en/Linklogis-Signed-a-Memorandum-of-Understanding-with-OCBC-Wing-Hang-Bank-China
more details here for SCB
Standard Chartered invests in Chinese supply chain finance blockchain Linklogis - Ledger Insights - blockchain for enterprise
more details here for OCBC
https://www.businesswire.com/news/home/20211101005590/en/Linklogis-Signed-a-Memorandum-of-Understanding-with-OCBC-Wing-Hang-Bank-China
ValueBull
commented on
$LINKLOGIS-W (09959.HK)$ $TENCENT (00700.HK)$ $CITIC SEC (06030.HK)$
LinkLogis 3 big shareholders are TENCENT, GIC PTE LTD AND CITIC.
These institutions have backed LinkLogis since it's early days and remain a shareholder. this suggest confidence in their management and the company future prospects
LinkLogis 3 big shareholders are TENCENT, GIC PTE LTD AND CITIC.
These institutions have backed LinkLogis since it's early days and remain a shareholder. this suggest confidence in their management and the company future prospects
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ValueBull
commented on
$LINKLOGIS-W (09959.HK)$ $YZJ Fin Hldg (YF8.SG)$ $OCBC Bank (O39.SG)$
LinkLogis operates in the same industry as YZJFH. The difference being YZJFH being focused on maritime assets while LinkLogis remains focused on the real estate sector.
China has recently made it a priority to provide stability to the real estate sector and part of those measures include ensuring credit availability to developers and SMEs
if financial support is coming, the lending risk becomes lower eventually ...
LinkLogis operates in the same industry as YZJFH. The difference being YZJFH being focused on maritime assets while LinkLogis remains focused on the real estate sector.
China has recently made it a priority to provide stability to the real estate sector and part of those measures include ensuring credit availability to developers and SMEs
if financial support is coming, the lending risk becomes lower eventually ...
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$LINKLOGIS-W (09959.HK)$
As of 1H24, Linklogis has $HK 5B worth of cash.
this is equivalent to $2.47/share in CASH after netting off all borrowings.
buying at current price equates to getting the business for free.
netting off all liabilities of the company the NET NET CASH per share is $1.93
As of 1H24, Linklogis has $HK 5B worth of cash.
this is equivalent to $2.47/share in CASH after netting off all borrowings.
buying at current price equates to getting the business for free.
netting off all liabilities of the company the NET NET CASH per share is $1.93
$CityDev (C09.SG)$
SGX weekly short sell volume shows citydev has outstanding short positions of around 10.9m shares
SQUEEZE THE SHORT SELLERS
SGX weekly short sell volume shows citydev has outstanding short positions of around 10.9m shares
SQUEEZE THE SHORT SELLERS
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ValueBull
commented on
$CityDev (C09.SG)$
Sherman and father fighting for influence. Uncles will now side whoever can protect their interests and make them money.
this could lead to more capital recycling efforts and share buybacks to boost Davos Investment indirect stake in the company.
remember that the RNAV is $19 and the Written down NAV is $10. plenty of upside coming
Sherman and father fighting for influence. Uncles will now side whoever can protect their interests and make them money.
this could lead to more capital recycling efforts and share buybacks to boost Davos Investment indirect stake in the company.
remember that the RNAV is $19 and the Written down NAV is $10. plenty of upside coming
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ValueBull
commented on
$CityDev (C09.SG)$
its a straight forward case. junior kwek has no case. the more resistance he puts up, it makes him look worse.
its a straight forward case. junior kwek has no case. the more resistance he puts up, it makes him look worse.
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ValueBull OP 102968156 : check out the insider buying activities