StubWorld: Respite For Swire's Bs Amidst Cathay's Hard Landing
This week in StubWorld ... Swire's discount to NAV, like any number of Holdcos, has widened dramatically YTD. Swire is "cheap" versus Swire...
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Shorts Target Hong Kong Real Estate
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 March 2020.Total short...
371 Views
Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
369 Views
Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
273 Views
StubWorld: Genting At All-Time Lows On Politics And Virus Concerns
This week in StubWorld ... Genting Bhd (GENT MK)'s discount to NAV is at an all-time high, and the implied stub is at multi-year lows, but...
358 Views