StubWorld: Buy Sembcorp Industries. Don't Buy Swire
After Sembcorp Marine (SMM SP) goes ex-rights, Sembcorp Industries (SCI SP) is a clear lay-up.Its first half-yearly loss in over a decade (mainly...
570 Views
China Aerospace & Defense A Shares: Value After Recent Sharp Rally
The China aerospace & defense A-share sector has had a stellar performance over the last two months, logging an average of 59.5% return. ...
427 Views
TRACKING TRAFFIC/Chinese Tourism: Macau Restrictions to Ease (For Some) | Trip.com Going Private?
Outbound Chinese travel activity still dormant, but maybe Macau easing is sign of hope? Domestic activity still > outbound activity, and by a...
337 Views
In Effort to De-List from NASDAQ, Trip.com Unlikely to Find Many Eager Buyers
On July 28, several media sources speculated that Trip.com (TCOM US) was working to de-list from NASDAQ. Rising China-US political tensions and...
311 Views
Guangzhou Baiyun Intl Airport (600004 CH): First to Achieve Full Recovery in Domestic Market
In Jul, the domestic aircraft movement at Guangzhou Baiyun International Airport (600004 CH) has already returned to the level in last year, with...
260 Views