Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
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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,...
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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...
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StubWorld: First Pac Craters on Downgrade; Great Eagle at Extreme Levels
This week in StubWorld ... First Pacific Co (142 HK) takes a beating as one of two brokers covering the company downgrades. Great Eagle...
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StubWorld - Set-Up/Unwind Extremes: Japan Post, Wheelock (6 Sept 2017)
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP) and Wheelock & Co Ltd (20 HK).These...
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