23 March, 2018
ACCOUNTING RISK
Assessing the top 100 companies in Asia ex-Japan

Gillem Tulloch
nigel-stevenson
gillem-tulloch
mark-webb
asia
cp-all
larsen-toubro
china-com-cons
china-vanke
byd-company-limited
reliance-industries
trip-dot-com
baidu
power-assets
astra-int
tata-motors
jd-com
sinopharm-group
infosys
china-molybdenum
amcor
china-overseas-land
country-garden-hold
alibaba-group-holding
tencent
aac-technologies-holdings-inc
ck-hutchison-holding
singapore-telecom
zijin-mining
gree-electric
tal-education
amorepacific
anhui-conch-cement
asian-paints
atlassian
bhp-billiton
brambles
brilliance-china-automotive-holdings-ltd
china-mengniu-dairy
china-mobile
china-railway-constr
china-railway-group
china-shenhua-energy
china-telecom
chunghua-telecom
ck-asset-hold
clp-holding
cnooc
csl
cspc-pharma
dongfeng-motor
galaxy-entert
goodman-group
great-wall-motor
guangzhou-autom
huangzhou-hikvision
hcl-technologies
hindustan-unilever
hon-hai-precision
huaneng-power
hyundai-mobis
hyundai-motor
inner-mongolia-yili
itc
jardine-matheson
jiangsu-hengrui-pharma
kt-and-g-corp
largan-precision
lg-chem
link-reit
mahindra-and-mahindra
maruti-suzuki-inida
kweichow-moutai
mediatek
melco-resorts
midea-group
naver-corp
netease
new-oriental-education
newcrest-mining
petrochina
posco
ptt
samsung-electronics
sands-china
scentre-group
sinopec-corp
sk-hynix
sk-telecom
south32
sun-hung-kai-properties
sydney-airport
taiwan-semiconductor
tata-consultancy
techtronic-industries-co-ltd
telekomunikasi-indonesia
weibo
transurban-group
wesfarmers
westfield
wh-group
woodside-petroleum
woolworths-group
wuliangye-yibin
yum-china
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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