Initiate Coverage on Chinese Leasing Sector
Leasing companies in China can be broadly classified into 2 categories: commercial leasing companies and financial leasing companies.
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BOC Aviation (2588 HK): The Stars Don't Look Bigger, but They Do Look Brighter
As downstream players continue to hemorrhage cash, over 99% of BOCAVI’s aircraft are still cash-generating. Valuation is undemanding for a high...
731 Views
Bank Credit Weekly: FOMC Meeting May Determine Near-Term Risk Sentiment
Weakening oil prices, a flattening US$ yield curve and rising Eurodollar futures together point to a decline in economic demand prospects combined...
419 Views
CSSC (HK) Shipping IPO: A Cyclical Business Masked as an Income Stock
CSSC (HK) Shipping, the ship leasing company under one of the world's largest shipyard CSSC (China State Shipbuilding Corp), is said to be...
1k Views
BOCA : Multi-Year Compounder with Wings & It Is Set to Fly
Sometimes the most interesting ideas and investment opportunities emerge from activities and occurrences which are part of our daily lifestyle....
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