Week that Was in China @Smartkarma: Party Congress, Aircraft, Baidu, Sportswear and More Children
Party Congress - Xi more powerful, tighter state controls but big question on fundamental economic reform and will it happen. Real estate still...
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Recycling Business for Aircraft: China Aircraft Leasing Co
As mentioned in my previous piece Aircraft Leasing Companies: Boring Business?, aircraft leasing business could hold an important place in your...
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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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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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BOC Aviation IPO - Not Much to Set It Apart from Competition
BOC Aviation launched its US$1.1bn fixed price IPO today. We looked at the financial performance of the company in our pre-IPO note, BOC Aviation...
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