Hong Kong Buybacks League Table: IGG, Fosun Intl, Kerry Logistics
Hong Kong Exchange publishes share repurchases by listed companies on a daily basis. In our weekly note, we will provide statistics on top...
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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...
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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...
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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...
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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...
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