StubWorld: PCCW Plumbs New Lows & Wheelock Props' Privatisation
This week I analysed PCCW Ltd (8 HK)'s discount to NAV, which has widened beyond its 12-month STD subsequent to the release of its 2018 interim...
514 Views
China Housing: The Most Idiosyncratic Cities
Shenzhen, Wenzhou, Sanya and Haikou are among the most unique cities in terms of their house price growth correlations among the 70 major cities,...
297 Views
Wheelock Properties – Deep Value to Be Unlocked but the Question Is…when?
Wheelock Properties has always been targeted by the investment community as one of the top candidates for privatisation. Discussion on...
439 Views
StubWorld - Wynn, Wheelock
This week: lose some, WYNN some, as long-standing litigations/claims are settled or dropped; and Wheelock & Co Ltd (20 HK) is on the move, yet...
196 Views
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...
223 Views