Any feedback about our latest releases (Aercap and Crescita Update)? Critics are welcome 🤝 If we see engagement in these releases we will prepare one about Kaisa Results, China and Regulation.

Finally on Seeking Alpha ✈️

DM BOS research: The target price was set to 23.1PLN for LSI Software 🇵🇱 $LSI. 40% upside They are expecting a 6MPLN profit for Q2-21 due to aids. This is +10% of their market cap! The report is extensive with a lot of information about the company Link infostrefa.com/infostrefa/en/…

Bond Thesis: Nagacorp Ltd $3918, 7.95% 6Jul2024, USD Interesting idea as an investment in bonds or through stocks. We personally have a small position in shares. We have released the thesis in English 🇺🇸 and Spanish 🇪🇸 newvilaresearch.substack.com/p/bond-thesis-…

It's great to hear that our Nagacorp Bond thesis has been added to the @AsianCenturyStx newsletter!

Find the first one-slide summary thesis about my portfolio in New Vila Equity Research. - Nagacorp Ltd. HKEX: 3918, Position: 4% ⬇️Link to PPT ⬇️ docs.google.com/presentation/d…

New Hezhou (Guangxi 🇨🇳) Draft Regulation for Special Maintenance Funds for Property Maintenance. Proof of the favourable public policies for the Property Management Industry as highlighted by New Vila Equity Research gxhz.gov.cn/zmhd/opinionDe…

We are preparing our next thesis. Will be available in the coming week. This time, we have analyzed the investment from a short-term perspective (and long-term) adding some mix to our type of thesis. We believe it is a special situation with a clear catalyst. Stay tuned.

Our last research report is available on our website and substack First Service Holding Limited 🇨🇳 HK:2107 The failed takeover by Sunac Services gives a great opportunity in the Chinese management service sector Web: newvilaresearch.com/research Substack: newvilaresearch.substack.com/p/first-servic…

New Vila Equity Research has just done a wonderful writeup on 2107.HK. So I am not going to rehash any detail here. Go to newvilaresearch.substack.com to read his report on 2107.HK.

One week since we published our investment report of First Service $2107 with a short term catalyst. Seems to be the catalyst was there 🎯

Pax Global communicated a Profit Warning last Friday in line with HK regulations. In the statement, Pax announced that they expect a 30% to 40% decrease in net profit compared to 1H 2023. Although it could surprise many of you, it's not that bad when you dive in 👇