The Week that Was in Greater China@SmartKarma: GLP, Hopefluent, IKang
This is the 10th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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Closing GLP / China Merchants Ports Holdings Long-Short Pair Trade Idea on Positive GLP Deal News
We are closing our suggested Long Global Logistic Properties Ltd (GLP SP) / Short China Merchants Port Holdings Company Ltd. (144 HK) pair trade...
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The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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Latest FT Report, If Accurate, Could Further Undermine GLP Bidding Process
Since Global Logistic Properties Ltd (GLP SP) announced a Strategic Review in December, we've steadfastly maintained that a) the most likely...
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China Vanke: Overhang Cleared, Placement Follows
One of China Vanke Co Ltd (H) (2202 HK)'s shareholder is selling US$260m shares after market close today. In our insight, we will look at the...
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