StubWorld - Set-Up & Unwind Extremes: Dah Sing, Japan Post, Sembcorp
This week I briefly look at bifurcations in Dah Sing Financial Holdings (440 HK), as the discount further widens since paying the special dividend;...
462 Views
StubWorld - Set-Up & Unwind Extremes: Renault, Kingboard
This week I briefly look at recent bifurcations in: Renault SA (RNO FP) wherein the French government reduced its stake to 15.1% from...
309 Views
Sembcorp Marine's Weak 3Q Aided by Foreign Exchange Gain and Tax Credit; Shares Overvalued
No-moat Sembcorp Marine’s third-quarter net profit of SGD 3 million was a sharp improvement from a net loss of SGD 22 million, a year ago. However,...
136 Views
StubWorld - Set-Up & Unwind Extremes: Pasona, SK Telecom, China Conch, Guoco
This week I briefly look at recent (and ongoing) bifurcations in Pasona Group Inc (2168 JP), SK Telecom (017670 KS), China Conch Venture Holdings...
256 Views
StubWorld - Set-Up & Unwind Extremes: Sembcorp
This week I briefly look at the recent bifurcations in Sembcorp Industries Ltd (SCI SP), casino holdcos, amongst others. These relationships trade...
141 Views