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GZITF - Asian Event-Driven Weekly: Li Lu Discloses New Position In Chinese Bank
Yuexiu Transport Infrastructure Ltd
Well-known value investor Li Lu recently disclosed a significant stake in a Chinese bank, and this suggests there could be investment opportunities in the Asian banking sector.
The first Chinese REITs could be listed as early as 1Q 2021, and listed toll road companies are potential beneficiaries.
A recent delisting offer for a cash-rich engineering company could be the one of the many privatizations of Hong Kong-listed Chinese SOEs that could happen in the near future.