Last Week in Event SPACE: Robinson, Delong, GBST, Coway, Hydoo, Sunac, Hang Lung
Last Week in Event SPACE ... In effect, under the Robinson Delisting Offer, you are simply getting an allocation in the Central Retail IPO for the...
440 Views
Hang Seng Index Rebalance Preview - September 2019
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2019 Q2 review of the Hang Seng Family of Indexes on 16 August. The...
794 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
Last Week in Event SPACE: Nexon, Japan Display, NTT/Docomo, Naspers, Harbin Electric, Glow Energy
Last Week in Event SPACE ... Media coverage of the Nexon (3659 JP) deal has been strangely uninformative, which means this situation is riskier...
367 Views
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...
566 Views