Cosco Ship Intl-517 HK: Trading at Negative EV & 25% Discount to Net Cash; Deep Value or Value Trap?
According to a recent search on Bloomberg, there are just 4 companies listed in Hong Kong that have a market cap greater than 500M USD, reasonable...
307 Views
66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
3.2k Views
Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
3.5k Views
Port Operators 2016 - Sieve Out Value Companies Amid Slowing Trade Growth
Intensifying concerns about China as it registered its slowest growth since 1990 set the tone for a roller-coaster ride in 2016. The largest...
286 Views