Kaisa Prosperity: First Semester 2021 Results - Update & Opinion
Regulators and restructurings flying over the sector
We have released our update report about Kaisa Prosperity Holdings (HKEX: 2168) where we discuss the last results and possible investment risks.
We also presented a market inefficiency that happened during the last months in a microcap called Sundy Service Group (HKEX: 9608), Kaisa’s peer. We love to trade these inefficiencies but this time we didn’t want to make the trade public due to ethical reasons (its low liquidity). You can find on Twitter a thread where I personally talk about other interesting inefficiencies in the microcap world.
You can download it by clicking below.
If you have not read our investment thesis in Kaisa Prosperity, please review it before reading the update. Link below.
Cheers and have a great weekend.