Golden Meditech (801 HK): Prescription Renewal
Back on 13 January 2017, Golden Meditech Holdings Ltd ("GMH", 801 HK) announced an Offer from Kam Yuen, the chairman & controlling shareholder...
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Expected Macau Smoking Ban Creates a Level Playing Field for Operators
This week the Macau government proposed to the Second Standing Committee of Macau Legislative Assembly to allow smoking only in smoking lounges in...
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Asia Frontier Capital Travel Report: Laos
In line with our process of being on the ground in the countries we invest in, Scott Osheroff, Analyst at Asia Frontier Capital, traveled to Laos...
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Golden Meditech - Cash Position Will Soon Be Greater than Market Cap... But Is This a Value Trap?
On 13 January 2017, Golden Meditech Holdings Ltd ("GMH", 801 HK) announced an offer from Magnus Opus (the "Offeror") The voluntary conditional...
303 Views
China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
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