StubWorld: Higher Duties Target Genting; Intouch Recovers; IMAX Retraces (Rightfully)
This week in StubWorld ... Genting Bhd (GENT MK)'s Malaysian ops are in the cross-hairs after the Budget 2019 flags increasing the casino duty to...
517 Views
DTAC 3Q Result: No Recovery Yet. Spectrum Issue Now Solved, but Leverage Is Rising.
The (now) smallest of the three Thai operators, DTAC (DTAC TB) reported 3Q18 results this week. Things have been tough for DTAC recently with much...
139 Views
StubWorld: TCL's Possible Stake in ASM, Imax Is Not The Ticket, Out of Touch Intouch
This week in StubWorld ... Asm International Nv (ASM NA) is the more interesting play should TCL Corporation's rumoured acquisition in Asm...
485 Views
StubWorld: Matheson Unloads JLT, Unwind Takara
This week in StubWorld ... With the sale of Jardine Lloyd Thompson Group P (JLT LN) all but a done deal, how will Jardine Matheson Hldgs (JM...
420 Views
Final-Lap Thai Strategy Recap (Sept 2018)
September marks the end of Q3'18, so technically speaking, we have only one quarter left to the year end. In general, we reiterate many of the...
382 Views