Guoco's Latest Offer Is Still the Wrong Price
Guoco Group Ltd (53 HK) has received a privatization offer from Guoline (again) by way of a scheme of arrangement at $135/share (which can be...
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SMFG: 花より団子 "Dumplings Rather than Flowers"
Sumitomo Mitsui Financial Group (8316 JP) is just too cheap to ignore, with its deposits base priced in line with bargain basement NPL-heavy Greek...
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Bank of East Asia: A Diamond with a Flaw Is Worth More than a Pebble Without Imperfections.
Bank Of East Asia (23 HK)Few in the market would have predicted that Bank of East Asia would have delivered such a shift in fundamental progression...
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StubWorld - Set-Up & Unwind Extremes: Dah Sing, Japan Post, Sembcorp
This week I briefly look at bifurcations in Dah Sing Financial Holdings (440 HK), as the discount further widens since paying the special dividend;...
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Standard Chartered (Hong Kong) – A Messy Flagship
* Fundamentals at Standard Chartered Bank (Hong Kong) [SCBHK] have improved over the past several years. However, SCBHK has aggressively pulled on...
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