StubWorld: Double Stub Via ThaiBev's BeerCo IPO
I estimate minimal upside for ThaiBev here if assuming a 25% discount to NAV. ThaiBev is trading at 16.5x trailing EV/EBITDA, but its forward EV...
407 Views
StubWorld: TBS/Tokyo Electron, Intouch/Gulf, Jardines' Buybacks
Tokyo Electron (8035 JP) outperforms as global carmakers face a chip shortage; Gulf Energy increases its questionable stake in Intouch; and Jardine...
396 Views
STI's Biggest Intraday Movers in 2020
Regional stock volatility saw increased intraday trading opportunities in 2020. For half the year, the 30 day volatility of the FTSE ASEAN...
668 Views
Recent Market Rebound Extended to Value Stocks
Four of the STI’s 10 strongest performers in the 4Q-to-date ranked highly for the Value factors in early 2H20. These four stocks were Jardine...
881 Views
StubWorld: Jardine Cycle & Carriage - Back To MSCI Deletion Levels
The MSCI deletion is now done. The sentiment for Indonesian autos is upbeat, and Astra is back to February levels. Investors should be buying JCNC...
791 Views