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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DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.
In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...
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DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
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Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
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BOC Aviation - A Call with the Company to Discuss Growth, Competition, and Valuation Premium
We recently spoke to BOC Aviation (BOCA) to seek greater clarity on a few issues, like why the stock might deserve a premium over competitors, the...
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