Last Week in Event SPACE: Chiyoda, Japan Post, BTS, JDI, Renault/Nissan, Nexon, Metro, Merlin, Melco
Last Week in Event SPACE ... The fact that Chiyoda Corp (6366 JP) finished the year with negative equity probably means the displacement of 20% of...
592 Views
StubWorld: A 2019 Review In Charts
A double-dose of StubWorld this week as I summarise the performance of a basket of Holdcos year-to-date. An index of the average NAV discount of a...
532 Views
TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) with a 5.33% return on gross notional over roughly six months, equating to...
535 Views
TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
657 Views
The Week that Was in ASEAN@Smartkarma - Jakarta Troubles, Bank Central Asia, and Thai REITs.
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
477 Views