Malaysia: Manufacturing and Services Drive GDP
Malaysia’s GDP grew 4% y-o-y in 2Q2016 compared to a 4.2% y-o-y rise in 1Q2016 – slowing for the sixth straight quarter. Final consumption...
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Beijing Enterprises Water: Show Me the Money!
Beijing Enterprises Water (BEW, 371 HK), AirAsia and Noble Group have a lot in common: They book profits but fail to generate cash. At each company...
506 Views
TIGER, Tiger Burning Bright
TIGER, tiger, burning bright*In the forests of the night,What immortal hand or eyeCould frame thy fearful symmetry?In what distant deeps or...
288 Views
AIRASIA: Just Answer the Questions
Complaining to the Securities Commission about our research appears to be an attempt to undermine our credibility and distract attention away from...
358 Views
Sticks & Stones: AirAsia/Noble/Abenomics
Our note on AirAsia last week seemed to hit a bit of a raw nerve both in the market and with AirAsia’s CEO, Tony Fernandes. He called our report...
393 Views