Confessions of a Shipping Analyst (Or, 'Voyage of the Damned, Asian Equity Research Version')
At the risk of making Smartkarma (SMARTKARMA SP) seem like a New Orleans confessional the day after Mardi Gras, here's another analyst 'confession'...
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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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China Air (2610 TT): Turning Taiwanese Flagship
Good cost management, solid short-term earnings momentum, and earnings on an upcycle trend relative to its sector China Airlines, the national...
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'The Trump Call' May See Taiwan Airlines Hurt; Short EVA Against Long Position in Evergreen Marine
A brief congratulatory phone call from ROC President Tsai Ing-wen to US President-elect Trump last Friday has angered Chinese officials, who view...
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