StubWorld: What To Do With Evergrande?
Evergrande Auto is not worth what its market cap suggests to an independent third party; and Property Services may or may not be worth what people...
312 Views
StubWorld: Kingsoft (3888 HK) - Beijing Kingsoft's Inexpensive Proxy
Kingsoft is only just off its all-time low stub and simple ratio levels. A 60% discount for a net ash holding company, Kingsoft provides an...
291 Views
StubWorld: The Trimming Of PCCW
One of two events are likely hereon- either HKT is taken over - not by PCCW - but by a PRC telecommunication company such as China United Network;...
285 Views
StubWorld: Momentum With Indofood CBP
A 40% discount to NAV is wide for what is largely a single stock Holdco. Should ICBP continue to outperform here, I'd recommend a long/short on a...
398 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
151 Views