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First Pacific Co (142 HK)
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385
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Hong Kong
First Pacific Company Limited is an investment holding company with operations located in Asia-Pacific. The Company principally invests in consumer food products, infrastructure, natural resources, and telecommunications.
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bullish
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Jardine Cycle & Carriage
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03 Jan 2019 09:53
Jardine C&C (JCNC SP): Close the Stub Trade
In my original insight on October 17, 2018 TRADE IDEA - Jardine Cycle & Carriage (JCNC SP) Stub , I proposed setting up a stub trade to profit...
Curtis Lehnert
698 Views
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bullish
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Jardine Matheson Holdings
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03 Jan 2019 08:22
StubWorld: A 2018 Review In Charts
This week in StubWorld ... The average NAV discount of a basket of 40 Holdcos steadily, and not altogether unsurprisingly, widened throughout the...
David Blennerhassett
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720 Views
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bullish
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Toyota Industries
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12 Dec 2018 10:37
TRADE IDEA - Toyota Industries (6201 JP) Stub: Riding the Automation Wave
If ever there was a stub business that is poised to capitalize on global trends of factory automation, automated logistics handling and electric...
Curtis Lehnert
1k Views
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bullish
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Cross Asset Strategy
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10 Dec 2018 18:30
The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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412 Views
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bullish
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Alps Alpine
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09 Dec 2018 08:48
Last Week in Event SPACE: Takeda, Graincorp, Alps, Hopewell, Renesas, Toshiba, Red Hat, Renault
Last Week in Event SPACE ... Takeda Pharmaceutical (4502 JP) is a significantly interesting trade still, but there are path, borrow, settlement,...
David Blennerhassett
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458 Views
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