Last Week in Event SPACE: Chiyoda, Japan Post, BTS, JDI, Renault/Nissan, Nexon, Metro, Merlin, Melco
Last Week in Event SPACE ... The fact that Chiyoda Corp (6366 JP) finished the year with negative equity probably means the displacement of 20% of...
616 Views
StubWorld: A 2019 Review In Charts
A double-dose of StubWorld this week as I summarise the performance of a basket of Holdcos year-to-date. An index of the average NAV discount of a...
552 Views
StubWorld: Melco Further Cleans House
This week in StubWorld ... Having launched a privatisation offer for its catering business earlier this month, Melco International Development...
470 Views
TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) with a 5.33% return on gross notional over roughly six months, equating to...
545 Views
Last Week in Event SPACE: Nexon, Japan Display, NTT/Docomo, Naspers, Harbin Electric, Glow Energy
Last Week in Event SPACE ... Media coverage of the Nexon (3659 JP) deal has been strangely uninformative, which means this situation is riskier...
383 Views