Container Equipment Mergers Here: TAL Int'l to Merge with Triton
Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring...
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Weekly Impressions
The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...
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Flying through turbulent or clear skies: An analysis on Airbus & Boeing
Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...
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Cathay Pacific (293 HK): A Good Start
CX's FY25 net profit of HK$10.8bn (+9.5% YoY) has beaten market expectations widely, as it is 19.1% ahead of the consensus forecast. With a second...
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Aequitas: Virgin Australia IPO Lockup - Escrow Release Is a Moving Target that Is Getting Closer
Bain Capital raised around US$440m via selling some of its stake in Virgin Australia (VAH AU) IPO in June 2025. Some of Bain’s stake could be...
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