Last Week in Event SPACE - BGF, PLDT, IDFC, Sekisui, Pou Sheng, TVB, Cifi
Last week, the potential trading opportunities in BGF Co Ltd (027410 KS)'s share swap; Philippine Long Distance Tel (TEL PM) may be at risk should...
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StubWorld - Set-Up & Unwind Extremes: AVIC, Macau Plays, Guoco, Hang Lung
This week I briefly look at: Avic International Holdings Ltd (161 HK) after 69.7%-held subsidiary (post the IPO) Shennan Circuits Co Ltd (002916...
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StubWorld - Set-Up & Unwind Extremes: Hang Lung, Swire, AVIC
This week I briefly look at bifurcations in Hang Lung Group Ltd (10 HK), whose clean NAV just got a little cleaner; Swire Pacific Ltd Cl A (19 HK)...
388 Views
Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
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CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant?
In the same spirit as Hemindra Hazari's recent insight The Profits (And Perils) Of Independent Large Cap Research, we critically review Singapore...
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