StubWorld: Matheson's Strategic Buying of Strategic
This week in StubWorld ... Jardine Matheson Hldgs (JM SP)'s recent buying of Jardine Strategic Hldgs (JS SP) is nothing new and follows a...
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Quick Read of 2019 Government Work Report - Bulls and Bears
The Premier Li Keqiang had just conducted an annual Government Work Report in the two session conference (两会) in Beijing this morning. In this...
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Chengdu Expressway (成都高速) IPO Review - Well-Managed but Unexciting
Chengdu Expressway Company Limited (1785 HK) is looking to raise US$112m in its upcoming IPO. The expressways that CEC operate are integral in...
648 Views
StubWorld: Suzuki Looks A Short Here As Maruti Drives Growth
This week I briefly looked at Suzuki Motor (7269 JP)'s bifurcation to 56.2%-held Maruti Suzuki India (MSIL IN), gaining 7% and 14% since its 1Q19...
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Qilu Expressway IPO Preview: Concentration Risk and Recent News May Mean Discount to Peers
Qilu Expressway Company is an expressway operator with over a decade of experience. It has the concession rights to build, maintain, and operate...
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