StubWorld: Matheson/Strategic FY19 Results; Ayala Ai-Ya
This week in StubWorld ... Jardine Matheson Hldgs (JM SP), currently at an MSCI-inclusion high relative to Jardine Strategic Hldgs (JS SP),...
430 Views
Fundamental Factors to Consider When Trading ASM PT and ASMI
David Blennerhassett discussed ASM International’s outperformance against equity affiliate ASM Pacific Technology in ASMPT's Disconnect With ASM...
380 Views
ASMPT's Disconnect With ASM NA
Asm International Nv (ASM NA) is estimated to be trading at a 23% discount to NAV, off its recent narrowest of 15% last month, but elevated with...
425 Views
Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
1k Views
Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
603 Views