Quick Read of 2019 Government Work Report - Bulls and Bears
The Premier Li Keqiang had just conducted an annual Government Work Report in the two session conference (两会) in Beijing this morning. In this...
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Chengdu Expressway (成都高速) IPO Review - Well-Managed but Unexciting
Chengdu Expressway Company Limited (1785 HK) is looking to raise US$112m in its upcoming IPO. The expressways that CEC operate are integral in...
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StubWorld: Suzuki Looks A Short Here As Maruti Drives Growth
This week I briefly looked at Suzuki Motor (7269 JP)'s bifurcation to 56.2%-held Maruti Suzuki India (MSIL IN), gaining 7% and 14% since its 1Q19...
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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...
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Last Week in Event SPACE – Kakao, Hopewell, Lotte, Hyosung
Last week, cryptocurrency fever undermined the Kakao Corp (035720 KS) GDR arb; Hopewell Holdings Ltd (54 HK) will be cashed up after exiting...
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