23 February, 2016

RELATED PARTY TRANSACTIONS

Family Games in HK and SG

Gillem Tulloch

gillem-tulloch china singapore related-parties nine-dragons-paper-holdings-ltd-2689-hk kuangchi-science-ltd-0439-hk sunac-china-holdings-ltd-1918-hk goldin-properties-holdings-ltd-0283-hk united-co-rusal-international-pjsc-0486-hk china-conch-venture-holdings-ltd-0586-hk ck-infrastructure-holdings-ltd-1038-hk power-assets-holdings-ltd-0006-hk imax-china-holding-inc-1970-hk haier-electronics-group-co-ltd-1169-hk qingdao-haier-co-ltd-600690-ch champion-reit-2778-hk global-brands-group-holding-ltd-0787-hk jardine-cycle-and-carriage-ltd-jcnc-sp hong-kong haier-smart-home-co-ltd-600690-ch-6690-hk

Insights

NEWSLETTER: GDS HOLDINGS

Do Data Centres Earn Their Keep?

GDS Holdings is a reminder that an appealing industry can struggle to generate an appealing return. Data centres are one of the market’s favourite infrastructure themes: cloud demand, artificial intelligence, digitalisation, outsourcing, and the endless growth in data consumption all point in the same direction. On paper, that sounds like a very attractive place to be. The question, though, is...

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....