Smartkarma Originals
Chinese Expressways: A Step In The REIT Direction
2020 has been a bumpy journey for Chinese toll roads. China's State Council first increased the toll-free period over the Chinese New Year to 16...
930 Views
Hopewell Holdings (54 HK): A Reasonable but Not Great Exit for Shareholders
Hopewell Holdings (54 HK), an infrastructure and property developer, is subject to a privatisation proposal from its Chairman, Sir Gordon Wu. The...
488 Views
Qilu Expressway IPO Preview: Concentration Risk and Recent News May Mean Discount to Peers
Qilu Expressway Company is an expressway operator with over a decade of experience. It has the concession rights to build, maintain, and operate...
450 Views
Last Week in Event SPACE – Kakao, Hopewell, Lotte, Hyosung
Last week, cryptocurrency fever undermined the Kakao Corp (035720 KS) GDR arb; Hopewell Holdings Ltd (54 HK) will be cashed up after exiting...
331 Views
StubWorld - Set-Up & Unwind Extremes: AVIC, Kolon
This week I briefly look at: Avic International Holdings Ltd (161 HK), again, as investors take-profit while 69.7%-held subsidiary Shennan Circuits...
533 Views