China's Hydrogen Economy: More Excitements into 2022
China's push for hydrogen energy use is likely to further escalate in 2022, following a soon-to-be announcement of top-level design plan for the...
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Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
553 Views
China's New Silk Road Projects: Six 'One Belt, One Road' Investment Ideas
This note is intended to be a companion piece to Howard J Klein's new piece, A Time Traveler’s Guide to Xi’s Epic Silk Road Project: Who Really...
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66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
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Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
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