StubWorld: Wheelock's NAV (Unjustly) Narrows; A Case For Naspers' NAV To (Further) Narrow
This week in StubWorld ... Wheelock (20 HK)'s outperformance relative to peers and the HSI is challenging to justify; more so after a property...
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Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
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TRADE IDEA - Hang Lung (10 HK) Stub: A Timeless Arb
An old favorite in the Asian arbitrageur's investment universe is the Hang Lung stub. The Hang Lung Group acquired Hang Lung Properties (formerly...
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Another MGO For HKICIM As HNA Sells Stake Back To Blackstone
Late Friday night, Hong Kong International Construction Investment Management Group Co., (687 HK) ("HKICIM") announced HNA Finance had entered into...
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Last Week in Event SPACE: Evergrande, CJ Corp, Altaba, Japan Drilling, Guoco
Last Week in Event SPACE ... Evergrande Real Estate Group Limited (3333 HK)'s apparent last-minute buybacks raise governance and stewardship...
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