TRADE IDEA: Amorepacific (002790 KS) Stub: A Beautiful Opportunity
Take out an ad in a magazine or pay a one of the Wondergirls to post an Instagram photo of herself using our makeup? How do we get Americans and...
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Big ASEAN Value Stocks a Highlight of the Past 3 Years
The FTSE Value-Stocks ASEAN Index was amongst the strongest FTSE regional indices over the three years ending 2018. Its total return of 42% in...
53 Views
Last Week in Event SPACE: M1, Healius, Thanachart, Faroe, JCNC, Jardines
Last Week in Event SPACE ... On a Risk/Reward basis, the arb is not very attractive at M1 Ltd (M1 SP)'s current price. Pricing aside, Jangho...
699 Views
The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil
This pre and post-Hogmanay week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive...
583 Views
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...
703 Views