Money Matters: A Noble Obituary
It is with great sadness that we note the potential passing of Noble after a prolonged fight against free cash flow deficiency and debt addiction....
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Li & Fung Chart Turn Around Points
Compelling chart points below align with some sort for cycle shift for Li & Fund (LF) for late 2017 and 2018. The most notable bullish chart...
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It's Been Time to Revisit Li & Fung in Recent Weeks
In this piece I want to discuss the shifting perceptions of Li & Fung Ltd (494 HK). What was wrong with the Company and how changes are now...
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'GLP Wannabe' China Logistics Property Holdings: Still Some Concerns Post H1 Results, Unfortunately
After Global Logistic Properties Ltd (GLP SP) was sold at a rich valuation in July, we decided to revisit China Logistics Property Holdings Co Ltd...
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Li & Fung Continues to Be Undervalued Despite the Share Price Spike
No-moat Li & Fung Ltd (494 HK)'s earnings beat was not all due to the speed initiatives and improvement in the consumer sector in the U.S. that...
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