The Week that Was in Greater China@Smartkarma - IPhone 8, Chinese Tourism, Auto Sales & More!
The Week that Was in Greater China @SmartkarmaĀ features important insights on China, Macau, Hong Kong and Taiwan published here during the previous...
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China Pulp & Paper: Factory Visits in Dongguan at Nine Dragons (2689 HK)Ā And Lee Man Paper (2314 HK)
Last week I spent two days in Dongguan (Guangdong province) Visited factories of both Nine Dragons Paper Holdings (2689 HK) and Lee & Man...
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Placement: Nippon Paper's clean up trade, exiting China paper mills?
Nippon Paper (via Dyna Wave Holdings Asia) is placing 201 million shares of Lee & Man in a clean up trade at discount of 6.1 to 10% to last...
456 Views
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. Ā I discuss Long Term trends...
439 Views