BOC Aviation (2588 HK): The Stars Don't Look Bigger, but They Do Look Brighter
As downstream players continue to hemorrhage cash, over 99% of BOCAVI’s aircraft are still cash-generating. Valuation is undemanding for a high...
627 Views
Japan Airport Terminal (9706): Olympic Is Coming
Tourist attractions have reopened although a small part of them remained closed, increase sing confidence the Olympics and opening up the country...
158 Views
Samsonite (1910): Channel Checks Recovery
Air travelers has started to recover implying that Samsonite's business recovery story is solid while the management has also coped efficiently...
259 Views
Asia Short Interest: Tencent, Ping An, Baidu, BASE, Toshiba, GMO Payment, BeNext, Inventec, Mediatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
426 Views
Japan Airport Terminal Placement - Big Dilution and Not Accretive Means It Needs to Trade Lower
Japan Airport Terminal (JAT) is looking to raise about US$500m in its placement. In this note, we look at the details of placement, use of...
344 Views