Holdcos: Charts Amongst The Carnage. Part 2. Hong Kong, Taiwan and ROA
This is the second of two insights which cover the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets,...
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StubWorld: 2019, In Charts
A double-dose of StubWorld this week, in one insight, as I summarise the performance of a basket of Holdcos year-to-date; and a quick summary of...
475 Views
SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
647 Views
StubWorld: Ch Karnchang Tanks On Backlogs And An Eight-Minute Ruling
This week in StubWorld ... An all-time low implied stub corresponds with Ch. Karnchang Public (CK TB)'s record low order book. Preceding my...
548 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
371 Views