KY's Investing Note: Top Picks (IMax China, CGN Power, China Unicom, Travelsky, SMIC, Sands China)
IntroductionSmartkarma clients following me know that I spend most of my time covering IPOs. What is actually interesting on the Smartkarma...
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China Auto Market -Retail Sales, Wholesale & Production Growth Rates All Decelerated in September
September Domestic and JV Sales Overview: In September, the wholesale volume of local-made passenger vehicles hit 2.3 m units. Retail, wholesale,...
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Sitting on the Volatility Volcano, as Asian SUV Boom Continues…
Global asset correlations are reminiscent of the synchronised markets of 2007/8 and there is a growing debate as to whether this is a technical...
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Tesla's Rushed Model 3 Roll-Out--A Risk to Customers
Tesla reported their Q3 (September quarter) deliveries after the US market close on October 2nd. While total deliveries of 26,150 vehicles is a...
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Aircraft Leasing Companies: Boring Business?
Is there really a value in the aircraft leasing business? Or is just the hype of market expectation? This report aims to give a more detailed and...
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