Fat Cash Inflows Yet Traded at 2/3 of Historical P/E Average
Operating cash inflows grew 48% in 2017. Real cash balance increased above 20+% every year in past 3 years. Revenue growth accelerated to 20% in...
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Last Week in Event SPACE: Alibaba, Mobis/Glovis, Japan Display, Takeda, Santos, Sharp
Last Week in Event SPACE ... The new rules under the pilot program for China Depositary Receipts shrink the pool of hopefuls, but should still...
394 Views
RRG Global Macro Weekly - Tech, Trade and Talks Dominate Markets - Focus on Strong Fundamentals
Smaller Distractions Rather Than Major Storms - Opportunities in Asia Russia: Lowered its benchmark one-week repo rate by 25bps to 7.25% on March...
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Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly
A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many...
511 Views
Riedel CNBC Interview - Top Picks in Asia, Outlook for Tech and Trade
Outlook for Asian markets We are very positive on Asia at this time. Continued growth in intra-Asia trade supported by wide-spread business...
215 Views