Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
424 Views
The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
403 Views
Hexindo Adiperkasa Restructuring Not Fully Appreciated. HCM Subsidiary with Upside but Low Liquidity
HEXA liquidity is currently below USD100K per day, making it difficult to invest in for most. Nevertheless, as a follow-up to our brief look at...
401 Views
Brighter Construction Machinery Outlook Fully Priced. Bradken Deal Fits HCM's Strategy
We view Hitachi Construction Machinery (6305 JP)'s offer for Bradken Ltd (BKN AU) as a strong fit in their strategy to expand their product lineup...
366 Views
Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)
At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting... Looking back at the first graph tells...
367 Views