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SVN poised for a rally, EXPR is overpriced

|Includes: EXPR, 7 Days Group Holdings Limited (SVN)

SVN, a Chinese hotel chain, is poised for a rally. It has pulled back from a recent high of 13.23 in mid May. 

EXPR, a recent spinout, is overpriced. The consumer is hurting and not enough jobs are getting created. Hard to build a bullish case for this stock. Short EXPR.

Disclosure: long SVN and short EXPR