Moving Forward to 2030

09/03/2019 12/2018 10/2018 09/2018 08/2018 07/2018 04/2018 02/2018 11/2017 07/2017 Three generations now!

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Published on April 2 2019

06/2018 26/03/2019 26/03/2019 27/03/2019 01/2018 27/03/2019 International Women's Day (IWD) is celebrated on March 8 every year. It is a focal point in the movement for women's rights. The International Women's Day 2019 campaign theme is #BalanceforBetter...

07/03/2019 14/03/2019 21/03/2019 24/03/2019 26/03/2019 : Samsung's profit warning 26/03/2019 28/03/2019 31/03/2019 31/03/2019 31/03/2019 01/04/2019 火热视频推荐：万有引力是如何被发现的？牛顿和胡克为啥是死对头？https://youtu.be/0AIvZGCjOUE 外星人存在吗？人类为什么看不到外星文明？https://youtu.be/Mwa0_nE9H7A...

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Stronger 2822 / Weaker Yen

Published on April 1 2019

The Japanese Yen slipped this morning: Japan’s 1Q 2019 manufacturers sentiment index came in at 12, below both the 13 expected and the previous quarter’s 19. The last quarter’s reading was the lowest since the first three months of 2017. Large manufacturers’...

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HK Blue Chip Dividend Yields

Published on March 31 2019

去年12月底年結或半年結的公司，絕大部份已公佈業績，有讀者想知道藍籌派息一覽，統計50隻成份股最新一次派息紀錄，附以除淨、收息日期作為參考。如果綜合過去兩年整體藍籌派息紀錄，當中有幾點特別發現，甚至是近日或未來一個月將會跑贏的，亦可能在名單上有迹可尋。先講非中資股，24隻股份中，只有5隻股息零增長，其餘皆錄得升幅（電能及港鐵如撇除特別息因素，分別是零增長及增加7%）。股息五厘以上的有三隻，分別是滙控（005）、電能（006）及金沙（1928），前者逾六厘息冠絕非中資股藍籌，全年維持派4港元。非中資股股息增幅較顯著的，要數傳統家族持股公司，長和（001）及長實（1113）股息增逾一成，太古（019）年度派息更飆升43%。至於股息一直偏低的藍籌，年度股息增幅亦不錯，銀娛（027）、創科（669）及友邦（1299），增幅同樣超過兩成以上。中資藍籌，26隻共有9隻（34%）減派息，如果業績差還情有可原，但偏偏部分業績對辦，如中石化（386）及中移動（941）盈利續增，前者仍然減派兩成，後者更改變派息政策，一分不加，在沒有事先張揚情況下，結果股東就是用腳投票，寧沽貨不要息。...

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Case Study on Japan Display Inc

Published on March 31 2019

Where it went wrong Before examining whether the parallels are warranted, one must first turn to the question of what exactly went wrong for Japan during its lost decade. Common explanations point to either demographics or the lack of immediacy and aggressiveness...

Negative Euro rate : Drive the Euro out from banks and Europe bond markets. All investment to UK are held back pending outcome. Germany manufacturing is retreating, while yellow vest movement is still robust. Euro exchange rate would not be strong, as...

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6.7 & 8.1

Published on March 30 2019

28/03/2019 Two HY Chinese property USD bonds priced on 28/03 after receiving orders of more than $2 billion each for offerings of less than $500 million. Total orders for dollar bonds sold by Chinese property developers so far in March were 8.5 times...

Cross over at one year has taken place already. Bloomberg Editor-in-Chief Emeritus Matt Winkler stated China came to be viewed by bond investors now as a better credit risk than the United States. And the Cross over is likely to Prevail. The China 10Y...

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SCC

Published on March 28 2019

03/2019 Bond IPO content : We are a leading developer and operator of large-scale, integrated logistics and trade centers in China. We currently have eight projects in different stages of development located in regional economic hubs in Shenzhen, Nanning,...