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...
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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)...
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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...
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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...
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TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
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