Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
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Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two
This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal...
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Shenzhen Intl (152 HK): Good News from Positive Profit Alert
Shenzhen Intl's positive profit alert suggested FY24 net profit will grow by 53-63% YoY, boosted by the gain from South China Logistics Park...
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Shenzhen Intl (152 HK): Topping Positive Profit Alert Range
Shenzhen Intl reports a 1H24 net profit of HK$653m, topping the positive profit alert, and the logistics segment has benefited from REIT issuance....
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Shenzhen Intl (152 HK): Conversation with Company Affirms 2H23 Outlook
Shenzhen Intl's FY23 result is a tad below consensus, but it still logged a decent 52% YoY increase. In particular, net profit surged 1.7x YoY in...
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