Lopez Holdings (LPZ PM): Reverse Voluntary Delisting
There is a possibility the minimum tender offer threshold is not met. This Offer appears to be being done far too cheaply. Plus this is not a very...
318 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
758 Views
Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
374 Views
TRADE IDEA - First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
522 Views
FGEN (FGEN PM): New Contract with Meralco to Support Cash Flow
Low correlation to the Thai market, low correlation with Western stock markets, and cheap on a PE basis relative to its sector Stable cash flow...
797 Views