Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
526 Views
Just Eat (JE/ LN): From a Strategic Perspective Prosus Is the Best Buyer, It Should Pay More
Below I discuss the strategic imperative for Prosus (PRX NA) in buying Just Eat PLC (JE/ LN). In some ways, this note quantitatively addresses...
467 Views
StubWorld: CK Hutchison Recovering. More To Come
This week in StubWorld ... CK Hutchison Holdings (1 HK) is back to levels last seen before political disruptions began in Hong Kong. CKH looks...
636 Views
Last Week in Event SPACE: Naspers/Prosus, Bellamy, Unizo, LSE/HKEx, Bitauto, China Biologic, Artgo
Last Week in Event SPACE ... The combination of Prosus (PRX NA) and Naspers (NPN SJ) is now below its pre-spin off level, with a look-through...
437 Views
StubWorld: Naspers' Discount Below Look-Through Pre-Spinoff Level
This week in StubWorld ... Heading into an expected bigly index-related sell-off in Prosus (PRX NA) tomorrow, the combination of Prosus and...
490 Views