Chinese Large Cap Play
Great write up Wes. I especially like your checklist, great things to look for when analyzing a company.
How do they plan to "indirectly own more than 50% of the shares in both units " and still be in control? Are they going to have different management and everything? Is it going to be like BAM?
Great read as always Wes! Didn’t realise that’s what JD stood for even after all these years, super detailed 👏
Well done, Wes! Very structured and easy to follow👍 Can‘t believe that Chinese giants are on a mega sale just because of the China factor.
Great write up Wes. I especially like your checklist, great things to look for when analyzing a company.
How do they plan to "indirectly own more than 50% of the shares in both units " and still be in control? Are they going to have different management and everything? Is it going to be like BAM?
Great read as always Wes! Didn’t realise that’s what JD stood for even after all these years, super detailed 👏
Well done, Wes! Very structured and easy to follow👍 Can‘t believe that Chinese giants are on a mega sale just because of the China factor.