Last Week in Event SPACE: Nexon, Netmarble, Nissan/Renault, Lynas, Harbin, Kosaido, Circor, Ayala
Last Week in Event SPACE ... As Nexon Co Ltd (3659 JP)'s soap opera-esque "updates" on the control-change plod on, the "certainty" on this...
535 Views
StubWorld: JCNC In Unwind Territory As Astra's Bank Stake Stalls; Poor Stub Results Send Ayala Lower
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP)'s NAV discount narrows after negotiations to sell Astra International (ASII...
802 Views
The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
482 Views
AGM Jardine Cycle & Carriage (JCNC SP): Cars, Cows and Cement; High Gearing = Likely Rights Issue
The 50th JCNC AGM was all about cars, cows and cement. Investors questioned the board on various topics. Jardine Cycle & Carriage Ltd (JCNC SP)...
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TRADE IDEA - First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
539 Views