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...
358 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...
295 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...
511 Views
Shanghai International Airport (600009 CH): Best of the Breed
We regard Shanghai International Airport Co, Ltd. (600009 CH) (SIAC) as the best airport play in China when compared with its peers like Beijing...
387 Views
Trip.com - Another Ugly Corona Virus Update
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
297 Views