EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Company Research

Country Gardens (2007 HK; Baa3/BB+/BBB-) & Logan Group (3380 HK; Ba2/BB/BB)

Real Estate

BlackRobin Group

Hong Kong property developer Country Gardens and Logan Group both tapped the convertible bond market during the week leading to the New Chinese Lunar Year with 4-year USD 500m and USD 250m equivalent issues, aiming to refinance offshore debt. These partial refinancings may pave the way for more equity-linked issues and invite investors to re-consider the battered property market as the PBOC ease monetary conditions and revisit access to liquidity.

Edition: 128

- 04 February, 2022