TVB: In-House Drama
Local media are reporting Television Broadcasts (511 HK) will lay off 350 employees - around 10% of staff. The media is also reporting that Charles...
667 Views
Last Week in Event SPACE: Z Holdings/Line, Mitsubishi Tanabe, AOF, Intouch, PCCW, BBL, Just Eat
Last Week in Event SPACE ... There is a bit of embedded optionality in the Z Holdings (4689 JP) / LINE Corp (3938 JP) transaction, but that...
354 Views
StubWorld: Big PCCW Comeback As Shorts Unwind, But Large Stub Losses Continue
This week in StubWorld ... PCCW Ltd (8 HK) outperforms HKT Ltd (6823 HK) as short interest falls, yet the financial performance of the stub ops...
337 Views
StubWorld: Mandarin in Jardine's Cross-Hairs? Hang Lung & PCCW At All-Time Lows - Again
This week in StubWorld ... Media reports of a possible privatisation of Mandarin Oriental Intl (MAND SP) by way of Jardine Strategic Hldgs (JS SP)...
564 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...
532 Views