Group Lease - Lessons from Icharus
* Problems at Group Lease (GL.TB) became more apparent with Ernst & Young’s scathing 2016 audit report which questioned the integrity of...
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HKEx – Not Leaving Well Enough Alone
* Traditional fundamentals within the legacy Hong Kong Exchanges & Clearing (HKEx) [388.HK] equities business continues on a positive upswing,...
287 Views
Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
308 Views
Mainland Chinese Brokers - Red, Right, Return
* Regulatory headwinds the sector appear to be abating;* Fundamentals - at worst - appear to be stabilizing;* Brokerage sector valuations and...
247 Views
China Stock Levels and the Brokers
China stock picks continued Click on this link to view: https://www.screencast.com/t/54XmOh7k8:02 min. We review some of our stock picks mentioned...
204 Views