Understanding the Trading Pattern in Energy Related (And the Poor Industry Forecasting Skills)
The Horrible Very Bad Day for MLPs and Energy... The Story ContinuesThe rebound/sell-off pattern is exactly as expected so far. The amplitudes...
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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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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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JD Industrials IPO Trading - Decent Pricing but Weakish Demand
JD Industrials (7618 HK) raised around US$383m, after pricing in its Hong Kong IPO at the mid-point. Demand overall was weakish.
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JD Industrials (7618 HK) IPO: Only Attractive if Priced Cheaply
JD Industrials is China's largest MRO player, but its IPO price of HK$15.5 suggests a high valuation, limiting upside. To make it attractive, it...
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