The headquarters building of Wahaha Group in Hangzhou, Zhejiang province. Photo: IC Photo A turmoil is roiling Chinese beverage giant Hangzhou Wahaha Group Co. Ltd., marked by the exodus of four key executives from its main production and sales operator and widespread labor disputes over pay cuts and layoffs. The executive departure involved Ye Yaqiong, director of the president’s office at Hongsh...
The headquarters building of Wahaha Group in Hangzhou, Zhejiang province. Photo: IC Photo A turmoil is roiling Chinese beverage giant Hangzhou Wahaha Group Co. Ltd., marked by the exodus of four key executives from its main production and sales operator and widespread labor disputes over pay cuts and layoffs. The executive departure involved Ye Yaqiong, director of the president’s office at Hongsheng Beverage Group Co. Ltd., along with the company’s heads of sales, legal affairs and production management, according to multiple sources familiar with the matter.
Two China-domiciled exchange-traded funds (ETFs) targeting overseas chipmakers warned of investment risks arising from excessive premiums to net asset values and imposed a temporary trading halt, as the record-setting run in tech stocks has spurred Chinese investors to chase the global rally. Hutai-PineBridge CSI KRX China-Korea Semiconductor ETF, which invests in Chinese and South Korean chipmake...
Two China-domiciled exchange-traded funds (ETFs) targeting overseas chipmakers warned of investment risks arising from excessive premiums to net asset values and imposed a temporary trading halt, as the record-setting run in tech stocks has spurred Chinese investors to chase the global rally. Hutai-PineBridge CSI KRX China-Korea Semiconductor ETF, which invests in Chinese and South Korean chipmakers, was suspended from trading for an hour on the Shanghai Stock Exchange on Thursday, citing the...
Sundry Photography The U.S. has cleared around 10 Chinese firms to buy Nvidia's ( NVDA ) second-most powerful AI chip, the H200, but not a single delivery has been made so far, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week, Reuters reported. Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an ...
Sundry Photography The U.S. has cleared around 10 Chinese firms to buy Nvidia's ( NVDA ) second-most powerful AI chip, the H200, but not a single delivery has been made so far, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week, Reuters reported. Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China, as per the report. Before U.S. export curbs tightened, Nvidia ( NVDA ) commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country's AI market alone would be worth $50B this year. The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba ( BABA ), Tencent ( TCEHY ), ByteDance ( BDNCE ) and JD.com ( JD ) to purchase Nvidia's H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter. A handful of distributors including Lenovo ( LNVGY ) and Foxconn ( FXCOF ) have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said. More on Nvidia, JD.com, etc. Tencent Holdings Limited (TCEHY) Q1 2026 Earnings Call Transcript Fundamentals Over Everything Alibaba: A Full Stack AI Monster Why one investor thinks semis, energy still have more upside Nvidia, AMD still among BofA's top chip stocks as AI likely to stay 'stronger for longer'
Sundry Photography The U.S. has cleared around 10 Chinese firms to buy Nvidia's ( NVDA ) second-most powerful AI chip, the H200, but not a single delivery has been made so far, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week, Reuters reported. Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an ...
Sundry Photography The U.S. has cleared around 10 Chinese firms to buy Nvidia's ( NVDA ) second-most powerful AI chip, the H200, but not a single delivery has been made so far, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week, Reuters reported. Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China, as per the report. Before U.S. export curbs tightened, Nvidia ( NVDA ) commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country's AI market alone would be worth $50B this year. The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba ( BABA ), Tencent ( TCEHY ), ByteDance ( BDNCE ) and JD.com ( JD ) to purchase Nvidia's H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter. A handful of distributors including Lenovo ( LNVGY ) and Foxconn ( FXCOF ) have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said. More on Nvidia, JD.com, etc. Tencent Holdings Limited (TCEHY) Q1 2026 Earnings Call Transcript Fundamentals Over Everything Alibaba: A Full Stack AI Monster Why one investor thinks semis, energy still have more upside Nvidia, AMD still among BofA's top chip stocks as AI likely to stay 'stronger for longer'
Chalabala/iStock via Getty Images Overview When I previously covered the Blackstone Long-Short Credit Income Fund ( BGX ), I issued a hold rating due to the fund's vulnerability to defaults and lower earnings growth. Since then, the share price has declined, and the total return remains in negative territory. BGX has also released an updated annual report for its 2025 period, so I thought it would...
Chalabala/iStock via Getty Images Overview When I previously covered the Blackstone Long-Short Credit Income Fund ( BGX ), I issued a hold rating due to the fund's vulnerability to defaults and lower earnings growth. Since then, the share price has declined, and the total return remains in negative territory. BGX has also released an updated annual report for its 2025 period, so I thought it would be a good time to reassess the fund's earnings and outlook for the remainder of the year. The fund trades at an attractive valuation, but I suspect there are more downside risks for investors to consider. At the time of my last coverage, BGX traded at a discount to NAV of 10.6%. Following the slight pullback in share price, BGX now trades at a slightly larger discount to NAV of 12.01%. Referring to the red line on the graph below, we can see that BGX continues to trade at the more attractive end of its historical price-to-NAV range. For reference, BGX has traded at an average discount to NAV of 8.51% over the last five-year period. While I would love to see this as an opportunity for accumulation, I believe that the growing discount is a direct reflection of the challenges that BGX continues to face at this time. CEFData.com BGX now offers a starting dividend yield of about 7.7%, while issuing those payouts on a quarterly basis. After reviewing the latest earnings report, I don't believe that the current payouts are sustainable. As it stands, the fund is actively paying out more than it earns, and this will continue to erode its NAV over time. If interest rates remain elevated, I don't believe the fund will have any meaningful growth catalysts in the near term, which ultimately reduces the appeal of BGX right now. Software Exposure is an Issue According to the latest fact sheet , BGX has total managed assets of $231M that are spread across a diverse range of debt-focused investments. Approximately 85% of the portfolio is allocated to securities that are structured as float...
Coeur Mining ( CDE ) declares $0.02/share semi-annual dividend . Forward yield 0.2% Payable June 10; for shareholders of record May 25; ex-div May 21. See CDE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Coeur Mining Coeur Mining: Higher Gold Prices Are Only Half The Story Coeur Mining: High-Yield Growth Without The Geopolitical Headaches Coeur Mining, Inc. 2026 Q1 - Results - Earni...
Coeur Mining ( CDE ) declares $0.02/share semi-annual dividend . Forward yield 0.2% Payable June 10; for shareholders of record May 25; ex-div May 21. See CDE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Coeur Mining Coeur Mining: Higher Gold Prices Are Only Half The Story Coeur Mining: High-Yield Growth Without The Geopolitical Headaches Coeur Mining, Inc. 2026 Q1 - Results - Earnings Call Presentation Coeur outlines 2026 targets of >$3B EBITDA and $2B free cash flow following New Gold deal close Silver’s 2026 rally cracks from record highs, Andean Precious Metals plunges 36% YTD