Smartkarma: Special Situations Weekly Update (6 March 2017)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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TVB - Channel Vision
Management’s surprise buyback announcement at $30.50 (in the form of Partial Offer) comes just two and a half months after completing the issuance...
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Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
446 Views
Electric Vehicle in China, Who Is the Winner?
The Chinese government has finally provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies...
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Cash Declaration at Customs Not a Risk for Macau Gaming, but Potential Capital Control Measures Are
In our view, the Macau government’s proposal for declaration of cash and cash equivalents over MOP 120,000, or USD 15,000, at the border will not...
249 Views