The Week that Was in Greater China @Smartkarma: JD.com Doubts, One Belt One Road, Fishy Wanda
This is the 11th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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COSCO – OO: A Done Deal Many, Many Years Ago …Only Price Was Debatable…On to CMA-CGM & Hapag
COSCO is adding two more OOs to its name. This was an open secret for years, given 1) repeated un-announced COSCO SHIPPING Holdings Co., Ltd (H)...
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DMFR Shorts - Orient Overseas International Limited (316 HK) The Bride-To-Be Has Found Its Suitor
OOIL acquisition: Cosco Shipping Holdings Ltd (Cosco) and Shanghai International Port Group (SIPG) jointly announced the acquisition of Orient...
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StubWorld - Set-Up & Unwind Extremes (10 July 2017)
Following my framework insight on ~650 parent vs. holding relationships, I will construct a weekly table highlighting those relationships or stubs...
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Closing Evergreen / EVA Airways Long-Short Pair Trade Idea After Evergreen Exceeds Our Target Price
We're closing out our Long Evergreen Marine Corp Ltd (2603 TT) / Short Eva Airways Corp (2618 TT) pair trade idea as Evergreen has surpassed our...
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