Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
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Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
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Baoxin Pre-Conditions Remaining: SAFE, Sales? And Signatures
On March 24th after the close of trading, Baoxin Auto Group Ltd ("Baoxin")and China Grand Automotive Services Co Ltd ("CGAS") released a Joint...
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BAOXIN: Further Undertakings -If You Think This Gets Done, It's Too Cheap. Gotta Have It.
Last Friday, Baoxin Auto Group Ltd (1293 HK) released a Joint Announcement containing an updated list of Irrevocable Undertakings to ACCEPT the...
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