StubWorld: Buy Renault; GMO Falters, But Crypto Exposure Is Immaterial
This week in StubWorld ... Because of the possibility of a near-term effort to rectify the "imbalance" in the relationship following the arrest of...
527 Views
StubWorld: Additional Complexity For Melco, PCCW's All Time Low, Swire Secures HAECO
This week in StubWorld ... Melco Resorts & Entertainment (MLCO US)'s Studio City spin-off will add another layer into the Melco Group,...
500 Views
Last Week in Event SPACE: ING Life, Nikkei 400 Rebal, Raysum, FamilyMart, Investa, Swire
Last Week in Event SPACE ... Reportedly Shinhan Financial (055550 KS) is in the final stages of negotiations with MBK to acquire a 59.15% stake...
404 Views
StubWorld: PCCW Plumbs New Lows & Wheelock Props' Privatisation
This week I analysed PCCW Ltd (8 HK)'s discount to NAV, which has widened beyond its 12-month STD subsequent to the release of its 2018 interim...
504 Views
Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
333 Views