Elite Commercial REIT: A Counter-Cyclical Play
With a career spanning two decades and a swathe of industries, Shaldine Wang is always looking out for ways to push her...
115 Views
Last Week in Event SPACE: Sharp, Toshiba, Idemitsu, MKIF's Activism, APN, CJ Corp
Last Week in Event SPACE ... Nothing to cheer about as Sharp Corp (6753 JP)'s offering is canceled, but the C Pref conversion goes ahead A...
371 Views
66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
3.2k Views
China's Ship Subsidies from Hell
The BDI, the bulk index for dry commodities, has rebounded to 400 levels (still disastrous) from 300 levels a few weeks ago, with the small bounce...
260 Views
Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
3.6k Views