Surging Asian Air Cargo Demand? The Search for Exposure (& Leverage)
Recently there have been signs of a pickup in air cargo demand in China and elsewhere in Asia. As noted by Osbert Tang, CFA in a recent piece here...
426 Views
Li & Fung Scheme Document, Silchester's Vote
Li & Fung Ltd (494 HK) is a 114-year-old global merchandise supply chain manager. On 20 March, it announced a privatisation bid of HK$1.25 per...
448 Views
Snippets #24: Kerry's Thai IPO, SCB Re-Arranges Its Portfolio
In this month, we identified five interesting news flows/developments in Thailand: Kerry's IPO plans. The package delivery giant based in HK may...
641 Views
Last Week in Event SPACE: Nexon, Netmarble, Nissan/Renault, Lynas, Harbin, Kosaido, Circor, Ayala
Last Week in Event SPACE ... As Nexon Co Ltd (3659 JP)'s soap opera-esque "updates" on the control-change plod on, the "certainty" on this...
684 Views
SPINOFF: Three Announced but Unconfirmed HK Spinoffs: Legend, Kerry Logistics, Tianneng Power
Legend Holdings Corp H (3396 HK), Kerry Logistics Network (636 HK) and Tianneng Power Intl (819 HK) have made announcements they intend to spin-off...
721 Views