StubWorld: Naspers' Unsustainable Look-Through
Long Naspers vs Tencent, is the obvious trade at the current look-through value. IF Naspers+Prosus decides to sell some more Tencent, expect...
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StubWorld: Evergrande Auto, PCCW, LG Corp
Chine Evergrande (3333 HK) looks "cheap" and Evergrande Auto (708 HK) frothy, suggesting a set-up here. Personally, I would avoid both.
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PCCW (8 HK): Possible MSCI Deletion
PCCW appears to be fully priced at 2+STD on a NAV discount. I would look to unwind here if already in, and look to reverse the stub - Short PCCW,...
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PCCW: Partial Offer To Lift Li Above 30%
For the 1H20, PCCW Ltd (8 HK)'s revenue and EBITDA increased by 2% each to HK$18.281bn and HK$5.4bn, respectively. Net loss to shareholders was...
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StubWorld: Is Lawrence Ho Planning To Collapse Melco?
This week in StubWorld ... Lawrence Ho continues to aggressively chip away at Melco International Development (200 HK) and will hold at least a...
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