TRADE IDEA - Amorepacific Stub (002790 KS): Buyback Helped, Close the Trade
In my original insight on January 15, 2019 TRADE IDEA: Amorepacific (002790 KS) Stub: A Beautiful Opportunity, I proposed setting up a stub trade...
591 Views
StubWorld: Can One's Offer For Kian Joo Can; Mahindra At Possible Set-Up Levels
This week in StubWorld ... Can One Bhd (CAN MK)'s gets shareholder approval to launch a Mandatory General Offer for 33%-held Kian Joo Can Factory...
646 Views
TRADE IDEA - Mahindra & Mahindra (MM IN) Stub: Rise
The company that brought the off-road vehicle to post-war India in the 1940s has grown into a leading personal vehicle manufacturer covering land,...
651 Views
Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
748 Views
Farm Loan Waiver: Tractors an Anonymous Beneficiary
Farm loan waivers have been a key driver in the pre-election polls as well as 2019 Lok Sabha polls. Apart from monsoons, the overall agriculture...
529 Views