Clear Media’s Clear-Cut Offer
Clear Media Ltd (100 HK) operates the largest standardised bus shelter advertising network in Mainland China, with a total of more than 57,000...
502 Views
TRACKING TRAFFIC/Chinese Tourism: February Collapse & What Signs of a Recovery Could Look Like
In February, Chinese tourism activity collapsed. Measures of outbound traffic we track declined by 80-90% YoY (or more) while domestic air traffic...
447 Views
COVID-19: Sectors and Stocks Through the ESG Lens – Internet Retail (Alibaba)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
446 Views
COVID-19: Sectors and Stocks Through an ESG Lens – Internet Retail (Amazon)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
419 Views
Clear Media: Done Deal From Alibaba & Co.
After four months of negotiation, a firm Offer for Clear Media Ltd (100 HK) has been announced. In my short-lived insight yesterday (Clear Media:...
563 Views