EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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StubWorld: KWG Living - Crowded In Crowd
Kwg Prop (1813 HK) is trading rich to peers after the in-specie distribution of soon-to-be-listed KWG Living (3913 HK). KWGL will need to hit...
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StubWorld: Kingboards' All-Time Low Implied Stub; PICC Trading Rich
This weekly stub wrap covers Kingboard Chemical's (148 HK) all-time low implied stub after Kingboard Laminates (1888 HK) announces a possible...
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Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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StubWorld: Gulf's Questionable Stake In Intouch
This week in StubWorld ... The board of Gulf Energy Development Public Company (GULF TB) has approved its investment in Intouch Holdings (INTUCH...
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