We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I believe there will be more investment from Chinese into UK and Europe as Trump is against Chinese so obviously they would like to invest in UK and Europe. With CINE, they will get access to CINEs US asserts! I too feel that they will increase their stake in the coming days.
With Chinese on buying spree am wondering if the shorts would reduce now?
CHINA REGULATORY REGIMES APPLICABLE TO FOREIGN INVESTMENTS
The Jangho Group with 2% of the China Sovereign Investment as their 2nd top major shareholder, can invest in
underperforming foreign entities without us ever knowing any better what really goes on among their AMG meetings.
In 2019, Chinese outbound M&A deal activity declined to a low point from the record-hitting level seen in 2016. This was partially because of political and economic uncertainties within China and the rest of the world in 2019 (including the US–China trade war), heightened scrutiny over these transactions by the United States and certain European countries, and also because Chinese regulators have promulgated guidelines and policies on foreign exchange outflow control, and on the outbound target industries and channels for onshore financing affecting outbound investment activities, and have encouraged a more strategic and prudent approach in Chinese outbound investments.
According to Thomson Reuters and PricewaterhouseCoopers analysis, in the first half of 2019, financial investor-backed Chinese outbound investments generally maintained the level of activity seen in the first half of 2018 in terms of the number of announced deals, with 134 deals announced in the first half of 2019 and 139 announced in the first half of 2018, while the announced deal value in the first half of 2019 declined by 48 per cent compared with the deal value in the first half of 2018. In addition, state-owned enterprise-backed Chinese outbound investments (which were historically the mainstream of the outbound investments in 2016) in 2019 decreased to the lowest point of any period over the past 10 years in terms of the value of announced deals.
hxxps:// webcache.googleusercontent.com/search?q=cache:aWX5C0uXYBoJ:https://www.lexology.com/library/detail.aspx%3Fg%3D866c2f62-be12-4fa4-b258-6f451f0ad2f0+&cd=4&hl=en&ct=clnk&gl=uk&client=firefox-b-d
IMO.. I think going forward we are going to see a lot more western shares owned by Chinese companies in different sectors, as they look to diversify from traditional industries and influence western culture from other avenues...
The Jangho Group have a reputation for making hostile bids.
I don't know if you already seen this articles of the 'Unchained' Jangho Group
in action trying to buy out a top notch business but due to concerns that the Jangho
Company had the China Investment Corporation (CIC) as their 2nd top institutional investor
their bid was rejected as the Australian gov was afraid that the would get hold of the Australians
health data and pass it on to the Chinese government.
hxxps:// www.chinadailyhk.com/articles/250/66/91/1547216273226.html
Deals that may be affected by Australia's foreign M&A crackdown -
hxxps:// www.marketscreener.com/news/Deals-that-may-be-affected-by-Australia-s-foreign-M-A-crackdown--30726030/
Or maybe not... good find nofear...
#nofear...
Key word with the Chinese is "investment" i dont think they are not doing this just for a punt... or a bit of fun.... i predict a further increase to their holding before perhaps a takeover attempt... Melrose did this with GKN.... imo of course.... next week could be interesting.... gla and dyor..
Who is the China Investment Corporation (CIC) ?
''We are a financial investor and do not seek control of the companies in our portfolio''
hxxp:// www.china-inv.cn/chinainven/Investments/Investment_Philosophies.shtml
China Investment Corporation (CIC), founded on 29 September 2007, was established as a vehicle to diversify
China's foreign exchange holdings and seek maximum returns for its shareholder within acceptable risk tolerance.
Three subsidiaries of CIC—CIC International Co., Ltd. (CIC International), CIC Capital Corporation (CIC Capital)
and Central Huijin Investment Ltd. (Central Huijin)—were incorporated separately and function as three distinct
entities.
CIC is committed to being a prudent, professional and responsible institutional investor operating globally with
good reputation. Four principles underlie our investment activities:
We invest on a commercial basis. Our objective is to seek maximum returns for our shareholder within
acceptable risk tolerance. We are a financial investor and do not seek control of the companies in our portfolio.
We are a responsible investor, abiding by the laws and regulations of China and recipient countries and
conscientiously fulfilling our corporate social responsibilities.
We pursue investments based on in-depth research within our asset allocation framework to ensure a prudent and disciplined decision-making process. CIC follows a set of investment philosophies, which is firmly based on its
institutional characteristics and understanding of investment management:
We take a holistic and disciplined approach to strategy design, portfolio construction and management to ensure
portfolio integrity and stability. As a long-term investor, we are well-positioned to withstand short-term market
volatilities and capture illiquidity premium.
We continue to pursue risk diversification through spreading risk factor allocation in a bid to reduce portfolio
volatility and curb downside risk.
@broker1
Exactly true broker1. Also the Jangho Group has the Chinese Government listed
as their 2nd top major shareholder holding a 2% of Jangho shares.
The Soveriegn China Investment Corporation (CIC) is a sovereign wealth fund responsible
for managing part of the People's Republic of China's foreign exchange reserves.
At the end of 2019, the CIC had over US$941 billion in assets under management.
They're known to use Chinese companies as a gateway for their investments bypassing
international laws that would othewise restrict the CIC investment strategies.
@Indepth...
Chinese buying up shares.... not just to make a few quid day trading!! I see this entry as a massive positive..... but DYOR of course
Hi i dont post often but do read posts, both positive and negative... sometimes its good to step back and look at things in the clear light of day, is Cineworld SP underpriced? IMO yes... why?
1) They have probably conserved cash better than forecasted... we will find out in September.
2) they have already stated that they could survive until well in to next year even without opening this year.
3) cinemas are open in the majority of countries with the US to open back up soon.
4) unlimited card revenue is starting to roll in again, and at the end of this month Uk membership monies will start rolling in.
5) The share price is being deliberately held back, so MM and probably new players from the east can get cheap shares, and make money shorting it...
Will Cineworld go bankrupt... imo no... why some of the previous plus..
1) recent changes in who can own cinemas and interest increasing..
2) liquidity... i know i said that before!
3) court case not for a years time and a lot can happy between now and then, and perhaps an out of court settlement etc.. so less risk today
4) a lot of interest in this share, why would a chinese company buy over 4% of the shares if they didnt think it would survive and also getting a cheap entry-level... and will probably buy more at this giveaway price!
So in summary and IMO keep the faith, dont get distracted by the deramping trolls... like me hold onto your shares, buy more if you can, buckle up and enjoy the ride up to the SP summit... GLA and DYOR....