HNA: Huge,National, & Aggressive
HNA has grown so Huge it has become a National interest, in our judgment. Its Aggressive acquisitions backed by rising leverage have raised...
917 Views
Negatives Mostly Factored In, but Can SingPost Deliver Fast Enough (Part 1)?
SingPost’s share price is at a three-year low, and much of the price movement has been explained in the latest results and my article last year...
415 Views
Last Week in Event SPACE - Henderson, Akatsuki, Lotte
This week, is Henderson Land Development (12 HK) truly the bastion of affordability? Game-on for Akatsuki Inc (3932 JP) and the Lotte Shopping Co...
277 Views
The Week That Was in Greater China @Smartkarma: Best Inc IPO, Ctrip Results, China Macro Debate
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 2nd through September 8th and features a selection...
196 Views
Last Week in Event SPACE (29 July 2017)
A vexing week for arbs as HNA’s funding for CWT Ltd (CWT SP) comes under pressure and the Tower Ltd (TWR NZ) / Suncorp Group Ltd (SUN AU) deal is...
346 Views