Yuexiu (1052 HK): REIT Application Lodged
Yuexiu's three-year average trailing/forward P/B prior to the onset of Covid was 0.92x and 0.87%. That would indicate ~30% upside to the current...
447 Views
Investing in HK Stocks
If you invest in Western markets this would be enough, but not in Asian markets where the trust factor is a lot lower, and where ownership is more...
666 Views
Qilu Expressway’s Largest Shareholder Seeks Another MGO Waiver
We think that the Executive will grant a similar waiver for the proposed share acquisition. Along with the challenges to satisfy the minimum public...
364 Views
Smartkarma Originals
Chinese Expressways: A Step In The REIT Direction
2020 has been a bumpy journey for Chinese toll roads. China's State Council first increased the toll-free period over the Chinese New Year to 16...
877 Views
Market Monitor: Friday 13th Pandemic
A month after we pointed out the risk emanating from the new strain of a Corona virus (COVID-19) to the global economic recovery, the market still...
436 Views