Last Week in Event SPACE: Sembcorp, Keppel, Cathay Pacific, China Conch, BHP, Swire, Huya/Douyu
Last Week in Event SPACE ... The dynamics here make this entire exercise regarding Sembcorp Marine (SMM SP) effectively a "Virtual IPO" or a...
436 Views
StubWorld: Buy Sembcorp Industries. Don't Buy Swire
After Sembcorp Marine (SMM SP) goes ex-rights, Sembcorp Industries (SCI SP) is a clear lay-up.Its first half-yearly loss in over a decade (mainly...
576 Views
Cathay Rights Results And Excess
In early June 2020, after other airlines had recapitalised themselves (Singapore Air, etc), gone bankrupt (Thai International Air), or gotten...
333 Views
StubWorld: JCNC Now Even Cheaper
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP) was trading cheap on a NAV and stub basis this time last month (StubWorld:...
597 Views
Chinese Travel: Latest Domestic Activity & Load Factor Data Suggest Stalled Recovery
Over the last few months, Chinese airlines and China's Ministry of Transport have all reported a strong, steady improvement in domestic air travel...
282 Views