Last Week in Event SPACE: Jardines, Keppel, FamilyMart, Toshiba, Sogo/Sogou, Chinese Toll Roads
Last Week in Event SPACE ... At extreme discounts to NAV for both Jardine Matheson Holdings (JM SP) & Jardine Strategic Holdings (JS SP),...
401 Views
China Infrastructure: Record Special Purpose Bonds Issuance to Drive Construction Sectors in 2H20
China's issuance of special purpose bonds (SPB) reached a record of Rmb2.4trn in 1H20, an overwhelming 73% YoY growth. At least 59% of the proceeds...
320 Views
China Rail: The Investment Train Will Miss This Station in 2020E
At the end of May, interview in the local media with contact from China State Railway Group clarified that Rmb100bn increment (mentioned in GWR on...
241 Views
China's Rmb25trn Infrastructure Spending: Bond Issuance, Infrastructure Machinery and Construction
Infrastructure machinery and construction companies will benefit from the escalation of China's infrastructure spending in this year, in our view....
378 Views
Last Week in Event SPACE: Bank Permata, China Agri, Ayala, GMO, NTT, Tokyo Broadcasting
Last Week in Event SPACE ... Bank Permata (BNLI IJ) is worthwhile owning here. It is worthwhile buying dips too. The China Agri Industries...
428 Views