StubWorld - Set-Up & Unwind Extremes: Sembcorp, Aeon, First Pacific
This week: Sembcorp Marine Ltd (SMM SP) enjoys an early week flurry, but likely pivots off conference exhaust; Aeon Co Ltd (8267 JP)'s mall...
213 Views
Last Week in Event SPACE - Kakao, Mirae, Minato, OOIL, Hitachi Kokusai
Last week, a possible ban on cryptocurrency trading further skews the Kakao Corp (035720 KS) GDR arb; the mechanics of Mirae Asset Daewoo...
305 Views
StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
276 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...
233 Views
Last Week in Event SPACE – Toshiba, JA Solar, Hyundai Merchant, Hochtief, ASE
Last week, the announced capital raising resurrects Toshiba Corp (6502 JP); minorities should exercise a "Shanda" on the JA Solar Holdings Co (JASO...
266 Views