Smartkarma Originals
Homecoming For Chinese Companies: Appraisal Rights & Fair Value
On 20 May 2020, the US Senate passed the S. 945 the Holding Foreign Companies Accountable Act, an act which could force the delisting of US-listed...
1.2k Views
StubWorld: Hang Lung Group (10 HK) Back To Buy Levels; BYD Coming Up "Cheap"
This week in StubWorld ... Preceding my comments on Hang Lung & BYD (1211 HK) are the weekly setup/unwind tables for Asia-Pacific...
346 Views
StubWorld: Buy Sembcorp Industries. Don't Buy Swire
After Sembcorp Marine (SMM SP) goes ex-rights, Sembcorp Industries (SCI SP) is a clear lay-up.Its first half-yearly loss in over a decade (mainly...
570 Views
StubWorld: JCNC Now Even Cheaper
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP) was trading cheap on a NAV and stub basis this time last month (StubWorld:...
588 Views
StubWorld: Keisei Electric And Taking The Mickey. Plus First Pac and Swire.
This week in StubWorld ... With Tokyo Disneyland opening tomorrow, Keisei Electric Railway Co (9009 JP) is coming up "expensive" on the stub...
423 Views