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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The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
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