Trump's Victory, The Danger of Certainty, and an Actionable Idea: Get Short US Int'l Trade Flows
Trump stuns with a comfortable win: Last night Donald Trump won the US presidency, edging out Hillary Clinton in several swing states to secure...
401 Views
GLP Q2 Review and More Thoughts on a Rumored Deal; What Is GLP Worth to an Acquirer? To a Seller?
Q2 results strong, but uneventful: This morning in Singapore Global Logistic Properties Ltd (GLP SP) reported the company's Q2 (September) results....
503 Views
Deal or No Deal, GLP Still Linchpin in China's Domestic Logistics Network, Still Deeply Undervalued
Is GLP a takeover target? The shares of Global Logistic Properties Ltd (GLP SP)Â rose by 8.7% on Wednesday in response to media reports that a group...
683 Views
ZTO Express Debut on NYSE: Down -15% Vs IPO Price, But Still Big (Valuation) Shoes to Fill
ZTO debuts on NYSE, and it's not pretty: The American Depositary Shares of ZTO Express (ZTO US) began trading today in New York and closed at...
1.7k Views
China Merchants Port Hldgs Core PTP Falls -28% Y/Y Despite Throughput Growth; Retain Negative View
During the lunch break in Hong Kong on Wednesday August 31st, China Merchants Port Holdings Company Ltd. (144 HK) reported a weak set of H116...
276 Views