Last Week in Event SPACE: Aveo, Cocokara, TPV Tech, Sanyo Chem, Travellers, Osram, Mylan, Swire Pac
Last Week in Event SPACE ... Aveo Group (AOG AU)'s Offer Price is below expectations, and at 0.56x P/B, appears cheap. But the lack of interest...
429 Views
StubWorld: Swire Takes A Bath As Protest Issues Weigh
This week in StubWorld ... Trade tensions and Hong Kong protests are having direct and indirect impact on Swire Pacific Ltd Cl A (19 HK)'s...
517 Views
StubWorld: Wheelock's NAV (Unjustly) Narrows; A Case For Naspers' NAV To (Further) Narrow
This week in StubWorld ... Wheelock (20 HK)'s outperformance relative to peers and the HSI is challenging to justify; more so after a property...
578 Views
Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
496 Views
TRADE IDEA - Hang Lung (10 HK) Stub: A Timeless Arb
An old favorite in the Asian arbitrageur's investment universe is the Hang Lung stub. The Hang Lung Group acquired Hang Lung Properties (formerly...
512 Views