StubWorld: Naspers Is Cheap To Prosus & Look-Thru
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed since its low in late March; yet Naspers (NPN SJ) is around its widest...
347 Views
Last Week in Event SPACE: Nichii Gakkan, Car Inc, Mcdonalds, Lynas, Casetek, Unicom, Evergrande
Last Week in Event SPACE ... At Nichii Gakkan Co (9792 JP) forthcoming EGM, investors will get squeezed out; but most of the ugliness about...
341 Views
StubWorld: Hang Lung Group (10 HK) Back To Buy Levels; BYD Coming Up "Cheap"
This week in StubWorld ... Preceding my comments on Hang Lung & BYD (1211 HK) are the weekly setup/unwind tables for Asia-Pacific...
342 Views
Last Week in Event SPACE: Infigen, Huadian Fuxin, Melco, Evergrande, Hitachi, Sing Air, DP World
Last Week in Event SPACE ... The Infigen Energy (IFN AU) deal is effectively unconditional as long as there are no major conditions breached,...
460 Views
Last Week in Event SPACE: SingTel, Hang Lung, Vedanta, Sing Air, Leyou
Last Week in Event SPACE ... Singtel (ST SP)'s implied stub, stripping out all its listed holdings, has never been cheaper. Hang Lung (10...
390 Views