Shanghai/Shenzhen Connect: Holdings From the Wuhan Lockdown, The Market Low, Until Now
In Hong Kong Short Interest: From the Wuhan Lockdown, The Market Low, Until Now at end May, I thought it would be a useful exercise to see how...
388 Views
Smartkarma Originals
Insider Diagnostics: A Repository of Short-Sell Target Asian Companies & Associated Key Insiders
In this Original, we have created a repository of Asian companies and associated key insiders targeted by prominent short-sellers, over the last...
852 Views
66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
3.2k Views
Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
3.6k Views
Port Operators 2016 - Sieve Out Value Companies Amid Slowing Trade Growth
Intensifying concerns about China as it registered its slowest growth since 1990 set the tone for a roller-coaster ride in 2016. The largest...
305 Views