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
Last Week in Event SPACE: NTT/Docomo, Dena, Nexon, Harbin Electric, Advanced Disposal, DSV
Last Week in Event SPACE ... While the NTT Docomo Inc (9437 JP) buyback appears to have the possibility of a greater market impact for longer,...
539 Views
StubWorld: Great Eagle Tests Post-GFC Lows
This week in StubWorld ... Great Eagle Holdings (41 HK) is cheap, at an all-time low (outside the GFC) versus Champion REIT (2778 HK), and should...
694 Views
Last Week in Event SPACE: Nexon, Bank of Kyoto, Yungtay, Asiana Airlines, Anadarko
Last Week in Event SPACE ... The incentive of most potential buyers of Nexon Co Ltd (3659 JP)/NXC (possibly a MBK+Tencent Holdings (700...
526 Views
Last Week in Event SPACE: Takeda, Delta, Nikkei 225, First Pac, Renault, Hyundai Heavy, Benefit One,
Last Week in Event SPACE ... There is more trading opportunity in the Takeda Pharmaceutical (4502 JP) shares on timing and directionality than...
458 Views