TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
657 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
TRADE IDEA - PCCW (8 HK) Stub: The Li Legacy Lives On
Have you ever wondered how a company secures the Chinese lucky number "8" as their ticker in Hong Kong? I'll explain later on, but let's just say...
813 Views
TRADE IDEA - Amorepacific Stub (002790 KS): Buyback Helped, Close the Trade
In my original insight on January 15, 2019 TRADE IDEA: Amorepacific (002790 KS) Stub: A Beautiful Opportunity, I proposed setting up a stub trade...
569 Views
MODEC: Add
Towards the end of 2018 Modec Inc (6269 JP)'s share price dropped 46.5% as the price of crude oil also cratered, falling 44.4% . Since that plunge,...
438 Views