Screening the Silk Road: Small-Mid Cap Names To Avoid
A Trinity Screen of Fundamentals to identify Underperformance ■ Our screen looks for high valuation multiples presented by candidates, with...
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Notes from the Silk Road: Australia & Developed Asia - Small-Mid Cap Free Cashflow Screening
Cash is king and driving earnings, allowing shareholders to be rewarded through dividends or buy-backs. Buyer beware: Often underlying factors...
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Leverage to Chinese Tourists Can Be Sweet and Sour: Implications on Australian Leisure and Travel
Executive SummaryAustralia has been a key beneficiary of China's rising middle-income class, with inbound tourists from the country growing at...
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Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
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Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
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