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BOC Aviation (2588 HK)
Watchlist
40
Analysis
Industrials
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Hong Kong
BOC Aviation provides direct operating leasing of aircrafts to airlines. The Company offers a range services including structured finance, aircraft remarketing, direct operating leases, and technical services.
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bullish
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Thematic (Sector/Industry)
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15 Jul 2015 01:01
Walgreens Boots Alliance Names Permanent CEO: Global Expansion to Continue
Walgreens Boots Alliance (WBA: US) has named Executive Vice Chairman and interim CEO Stefano Pessina as CEO, a move that has been expected. Mr....
Kemp Dolliver, CFA
356 Views
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bearish
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Thematic (Sector/Industry)
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08 Jul 2015 11:50
A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
Charles De Trenck
296 Views
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bullish
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Thematic (Sector/Industry)
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04 Apr 2015 02:57
China's New International Political Economy
The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and...
Charles De Trenck
355 Views
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bearish
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Thematic (Sector/Industry)
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23 Feb 2015 04:11
Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
Charles De Trenck
352 Views
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bullish
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Thematic (Sector/Industry)
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11 Feb 2015 04:01
Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two
This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal...
Kemp Dolliver, CFA
420 Views
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