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...
648 Views
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...
434 Views
RKE International IPO Review - High Dividend Yield Reflects Inherent Risks that Are Beyond Control
RKE International Holdings Limited (3682 HK) is raising up to US$295m in its upcoming IPO. Proceeds will be used to acquire new expressway...
534 Views
Yuexiu - Sleeping Outperformer
In a market where people fall over each other to find the next exciting idea, we love dull boring stocks which keep clocking the numbers day in and...
1.3k 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