India Auto | Turnaround for Tractors? Takeaways from Dealer Visits
In this Insight, we bring you takeaways from our visits to Tractor dealers in Northern India (Jodhpur in Rajasthan) and Western India...
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India Consumption: More Signs of a Widening Slowdown
Bank lending to NBFCs has been flat since Oct-18 after rising by ~ Rs 1 tn in the previous 5-month period. Debt mutual fund holdings in NBFCs have...
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TRADE IDEA - PCCW (8 HK) Stub: The Li Legacy Lives On
Have you ever wondered how a company secures the Chinese lucky number "8" as their ticker in Hong Kong? I'll explain later on, but let's just say...
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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...
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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...
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