Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
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Aircraft Leasing Companies: Boring Business?
Is there really a value in the aircraft leasing business? Or is just the hype of market expectation? This report aims to give a more detailed and...
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Asian Credit Monitor: China's Onshore Bonds (Part II: Omaha Beach)
In Asian Credit Monitor: China’s Onshore Bonds (Part I: The Normandy), we highlighted the access and motivations for investing in China's onshore...
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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...
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AIRCRAFT LEASING: Left Holding the Baby
Don’t be tempted to buy into aircraft leasing businesses despite the recent flurry of IPOs. It is a bad industry and the only stocks to trade above...
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