nigel-stevenson
gillem-tulloch
mark-webb
sharp
astra-int
lg-electronics
marubeni-corporation
aac-technologies-holdings-inc
san-miguel
sydney-airport
dairy-farm
ramsay-health-care
sk-holdings
agc-inc
airports-of-thailand
bangkok-dusit-medical-services
china-unicom
denso-corp
genting-singapore
gudang-guram
hm-sampoerna
home-product-center
homepro
isuzu-motors
minebea-mitsumi
saigon-beer
sekisui-chemical
suzuki-motor
tdk-corp
toyota-tsusho
west-japan-railway
aisin-seiki
aurizon-holdings
cochlear
dai-nippon-printing
hitachi-contruction
hitachi
jg-summit
kia-motors
komatsu
korea-shipbuilding
lendlease-group
mgm-china
ricoh
rohm
shimizu-corp
sm-investments
sumitomo-electric
taisho-pharma
toho-co
toppan-printing
wynn-macau
yamaha-corp
yamaha-electric
yamaha-motor
top-30
coronavirus
Insights
1 December, 2023
NEWSLETTER: EVERGRANDE (3333 HK)
Never profitable
Fredrik Oeqvist
Evergrande’s much delayed and recently published 2021 annual report makes clear that it significantly overstated revenue and earnings – most likely for many years. Contrary to what some people think, Evergrande was not so much a victim of tightened liquidity or a COVID-induced property market downturn; its problems were far more fundamental – there were never any profits....
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18 August, 2020
NEWSLETTER: COMING HOME?
Watch out for the privatisation “squeeze out”
Gillem Tulloch
The proposed Holding Foreign Companies Accountable Act could force hundreds of Chinese companies listed on US exchanges to delist over the next few years. For many large companies, seeking a secondary listing in Hong Kong or the mainland is a sensible insurance policy. However, investors should be wary of companies which decide to privatise and then relist. Our analysis of...
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