2021 Quicktake #7: Yuexiu Transport

If the demand comes and the supply remains low...

One thing about investing in Dawnrays is that we had started to pay more attention to Chinese government policy document. Most are illegible by Singaporean mandarin standard but there are multiple Hong Kong firms who are always translating them into english. Reading multiple interpretation of the policy do help one to make sense of what is general direc…

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