StubWorld: PCCW Is “Cheap” but Stub Ops Are Deteriorating
This week in StubWorld ... Select media ops (Free TV and OTT), together with substantial losses booked to other businesses and eliminations,...
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Last Week in Event SPACE: Xiaomi, NTT, Capitaland, Panalpina, Celgene/Bristol Myers, Amorepacific
Last Week in Event SPACE ... Do not buy Xiaomi Corp (1810 HK) as there is a LOT of overhang still to come. Indications are a total of ¥550-650bn...
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StubWorld: CK Infra/Power Assets, Amorepacific, JCNC
This week in StubWorld ... What's up with Ck Infrastructure Holdings (1038 HK) reducing its stake in Power Assets Holdings (6 HK)? Trading around...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending October 21, 2018
Investors using the Smartkarma (SMARTKARMA SP) platform may find useful the following information, along with our observations, on developments in...
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