Qilu Expressway IPO Preview: Concentration Risk and Recent News May Mean Discount to Peers
Qilu Expressway Company is an expressway operator with over a decade of experience. It has the concession rights to build, maintain, and operate...
441 Views
RKE International IPO Review - High Dividend Yield Reflects Inherent Risks that Are Beyond Control
RKE International Holdings Limited (3682 HK) is raising up to US$295m in its upcoming IPO. Proceeds will be used to acquire new expressway...
540 Views
Yuexiu - Sleeping Outperformer
In a market where people fall over each other to find the next exciting idea, we love dull boring stocks which keep clocking the numbers day in and...
1.3k Views
The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
5.8k Views
Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
259 Views