Trip.com - Pandemic
Lack of Global Leadership During Pandemic: The current corona virus situation remains very fluid, and leadership is NOT inspiring confidence....
326 Views
Airports of Thailand (AOT): Fallen Enough?
In my inaugural insight on Thai stocks, Airports of Thailand (AOT): Yet to Fall , the company is just experiencing a drop in the number of tourists...
360 Views
StubWorld: Genting At All-Time Lows On Politics And Virus Concerns
This week in StubWorld ... Genting Bhd (GENT MK)'s discount to NAV is at an all-time high, and the implied stub is at multi-year lows, but...
347 Views
Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
281 Views
HNA Group: To Be or Not To Be (Nationalized)
Bloomberg reported on 19-Feb that the Hainan Provincial Government is under discussion to take control of Hna Group (HNAGRZ CH) (HNA) and sell-off...
500 Views