HNA: The Inquisition
HNA Group Co Ltd (HNAGRZ CH) ("HNA") has gone through a series of negative news since last year and, to us, it is almost akin to the "Spanish"...
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HNA: Huge,National, & Aggressive
HNA has grown so Huge it has become a National interest, in our judgment. Its Aggressive acquisitions backed by rising leverage have raised...
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Negatives Mostly Factored In, but Can SingPost Deliver Fast Enough (Part 1)?
SingPost’s share price is at a three-year low, and much of the price movement has been explained in the latest results and my article last year...
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Last Week in Event SPACE - Henderson, Akatsuki, Lotte
This week, is Henderson Land Development (12 HK) truly the bastion of affordability? Game-on for Akatsuki Inc (3932 JP)Â and the Lotte Shopping Co...
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Last Week in Event SPACE (29 July 2017)
A vexing week for arbs as HNA’s funding for CWT Ltd (CWT SP) comes under pressure and the Tower Ltd (TWR NZ) / Suncorp Group Ltd (SUN AU) deal is...
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