Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

<p>The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and global infrastructure plays. But other issues include continued massive movement outward of people via construction workforces as well as potential and eventual growth of military influence.</p>

The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and global infrastructure plays. But other issues include continued massive movement outward of people via construction workforces as well as potential and eventual growth of military influence.

China's New International Political Economy

Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

<p>This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal for O2 in the works, a Watson's listing or sale could be a source of permanent funding for this transaction. As an entity with its own currency, Watson's could accelerate its expansion program. The same is true if a retailer with global ambitions buys control.</p>

This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal for O2 in the works, a Watson's listing or sale could be a source of permanent funding for this transaction. As an entity with its own currency, Watson's could accelerate its expansion program. The same is true if a retailer with global ambitions buys control.

Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two

Hong Kong

CITIC Resources Holdings Limited, through its subsidiaries, operates the Portland Aluminum Smelter and sells aluminum finished products. The Company also imports and exports commodities. In addition, Citic Resources operates coal mining and exploration business.

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Citic Resources Holdings (1205 HK)

China's New International Political Economy

The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and...

Charles De Trenck

Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two

This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal...

Kemp Dolliver, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)