Yangzijiang Shipbuilding Must Be Clever to Prosper In A Government Regulated Industry (Part 2)
1. How did China’s shipbuilding industry develop? 2. Subsidies – “Lend to Mend and Prosper?” or Not? 3. Barriers to Entry – How will competitors...
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The Silver Lining and STAR in China’s Shipbuilding Cloud
Father, a Risk Taker to the conservative son – What’s next? Does the apple fall from the tree? Inflection point for shipbuilding in China –...
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Asia-Pac Stocks Priced For Liquidation
When investors are chucking in the towel, including the event space (RV, risk arb etc.), it's time for some old school perspective. In this...
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Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
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Screening the Silk Road: Small-Mid Cap Stocks that Are Delivering Income with Growth Q4-2018
Q4 2018 Stocks delivering income with growth. ■ Our screen highlights companies delivering high income and growth. Whilst the two characteristics...
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