Cosco Shipping (517 HK): Option Program Announced for Senior Management; Rally to Continue?
This will be a very short and concise write-up and a follow up to an earlier insight on Cosco Ship Intl-517 HK: Trading at Negative EV & 25%...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
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Cosco Ship Intl-517 HK: Trading at Negative EV & 25% Discount to Net Cash; Deep Value or Value Trap?
According to a recent search on Bloomberg, there are just 4 companies listed in Hong Kong that have a market cap greater than 500M USD, reasonable...
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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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