China Merchants (144 HK): What A Privatisation May Look Like
According to a Bloomberg article, "China Merchants Group Ltd. is exploring taking China Merchants Port Holdings Co. private". China Merchants Port...
605 Views
StubWorld: The Rising Tide As China Merchants Port Recovers
A double-dose of StubWorld this week: Port operators, including China Merchants Port (144 HK) ("CMPH"), have rebounded from 2019 lows amidst a...
461 Views
China Merchants Port (144 HK): Extending Outperformance Against SIPG (600018 CH)
Since the publication of our Insight China Merchants Port (144 HK): Attractive Stub Value Ex-SIPG (600018 CH), China Merchants Port (144 HK) has...
375 Views
China Merchants Port (144 HK): Weak 1H2019 but Stub Value Stays Attractive
China Merchants Port (144 HK) reported a set of weak 1H2019 profit figures when compared with Shanghai International Port Group (600018 CH),...
455 Views
Shanghai/Shenzhen Connect Ideas: MSCI August Adjustment, Healthcare Led YTD Inflows (2019-08-09)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
454 Views