TRADE IDEA - First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
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StubWorld: Bank of Kyoto's NAV Discount At Multi-Year Low
This week in StubWorld ... Top up profit or policy cross-holding focus? Either way, Bank Of Kyoto (8369 JP)'s discount to NAV is now at a level...
811 Views
The Week that Was in ASEAN@Smartkarma - Philippines & China, Vietnam Rising, and Asian Asset Quality
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
668 Views
Widodo Lead Intact / VP Debate Lacks Impact / Trade Slows / Permitting Impediment / PPP Chair Arrest
A new poll from Alvara concurs with last week's LSI data and shows Widodo's lead intact. A TV debate between the VP nominees was largely...
472 Views
Prabowo Errs Again; Widodo Lead Intact; Riady's Mei-Egg-Karta; BI Holds; Repsol's Find; Debate Text
Prabowo again squandered a chance in a debate to gain ground, as Widodo appeared more confident and in command. Prabowo's incessant efforts to sow...
517 Views