EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

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Company Research

ENN Energy Holdings (2688 HK)

Utilities

Smart Insider

Jianfeng Liu (Senior Officer) purchased US$272,000 worth of stock on Aug 28th at HKD 62.85. This is his first purchase and a reversal from a timely sale of $88,000 just two months ago at HKD 103. It is unusual for insiders not only to make such a quick reversal but also to spend more buying the shares than what they received in a sale. Yusuo Wang (Chair) purchased 1.5m shares on Aug 26th at HKD 65.54, spending $12.8m and increasing his holdings to 370.7m shares. This is also a reversal for Wang, who made timely sales in 2021 at prices >HKD 121, and last bought in Mar 2020 at HKD 65, which also proved very timely. The stock has had a sharp recent decline, yet these are two interesting purchases and reversals.

Edition: 168

- 01 September, 2023