Last Week in Event SPACE: Keppel, China Merchants, Bumrungrad, Clear Media, Luckin, Lotte Group
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is now trading rich to the average basket on an outright basis, and is trading cheap vs...
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(Mostly) Asia M&A: April 2020 Roundup
For the month of April, just six new deals were discussed on Smartkarma with an overall announced deal size of ~US$9.4bn. Clicking on the...
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China Merchants Port (144 HK): Privatisation on the Cards?
Share price of China Merchants Port (144 HK) (CMPH) popped 23% today on the back of various media reports on its potential privatisation by...
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China Merchants (144 HK): What A Privatisation May Look Like
According to a Bloomberg article, "China Merchants Group Ltd. is exploring taking China Merchants Port Holdings Co. private". China Merchants Port...
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TRACKING TRAFFIC/Container Shipping: Shortage of Empties Creates Surprisingly Tight Conditions
Our monthly index suggests average container rates in March increased by 7.6% YoY despite measurably weak trade activity in key export and import...
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