Silverlake Axis: Trading Lower than After Short Seller Attack in '15; Business Upcycle Coming in '19
Silverlake Axis (SILV SP) had a short-seller attack in 2015 which dropped the shares from over 1 SGD to 0.43 SGD in a short time. Following a...
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Growing Risks of a Crisis of Confidence in Chinese Policy Settings
The increasing frequency with which Beijing switches from enforcing greater financial discipline to implementing monetary and fiscal stimulus...
277 Views
Singapore REIT Talk (2-7 Jul 2018): Mapletree Logistics Trust to Beef up SG Portfolio
Mapletree Logistics Trust (MLT SP) to acquire five modern logistics properties in one swoop at S$778 million from CWT Pte. Limited (unit of HNA...
322 Views
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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Asian Credit Monitor: 2018 Portfolio Strategy, US Rate Trajectory, China Credit Gap
2017 was a decent year for EM bonds in general (both hard and local currencies), amidst strong portfolio/fund net inflows, higher risk appetite and...
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