AviChina (2357 HK): Buy The Modern Army Narrative
One would think the "modern army" maxim will catalyse companies such as AviChina (2357 HK). That is positive. But why subject capex to outside...
949 Views
China Longyuan (916 HK): Running Out Of Puff?
Wind-power play China Longyuan Power Group Corp (916 HK) (CLPG) gained 13% on the 30 July, on ~7x the normal volume (three-month average), plus...
728 Views
Smartkarma Originals
Chinese Expressways: A Step In The REIT Direction
2020 has been a bumpy journey for Chinese toll roads. China's State Council first increased the toll-free period over the Chinese New Year to 16...
1.3k Views
Last Week In Event SPACE: FamilyMart, Sina, Line Corp, Metlifecare, Accordia Golf, Jingjeng, O-Net
Last Week in Event SPACE ... Interestingly, the impact of FamilyMart Co Ltd (8028 JP)'s shareholder dynamic on price may not be what "smart"...
693 Views
Beijing Jingneng Clean Energy’s Potential Privatisation Bid
Beijing Jingneng Clean Energy (579 HK)/BJCE is the largest gas-fired heat and power supplier in Beijing and the leading wind power operator in...
564 Views