Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
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Container Shipping - Coronavirus and Initial Thoughts
Most of the shipping stocks fell in the third week of January after the breakout of the corona virus caused multiple casualties in China....
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Cybersecurity and ESG: Beyond the Breach
Cybercrime is the greatest threat to every company in the world. – Ginni...
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This Week in Blockchain & Cryptos: Visa, Ubisoft, GM, Target, FB & Apple Reveal Blockchain Plans
Bitcoin saw a correction during the first week of June but has recovered quickly. Bitcoin's leading indicators remain positive, giving a bullish...
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CK Hutch (1 HK): Assets Sales And Listings Abound. This Is A Buy
A ~47% disc. to NAV & fwd P/B of 0.46x, CKH is inexpensive. Assets sales (ports, telcos, utility, supermarkets) ongoing and purported; plus...
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