BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
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Equity Asia Weekly Research - 21 Mar 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long term outperformance in progress.• HSI/MXAP: Long term...
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StubWorld: Swire, First Pacific
This week in StubWorld ...Swire Pacific Ltd (19 HK)'s discount to NAV nudges a 52-week low, however, there are scant positives in the unlisted stub...
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StubWorld - Set-Up & Unwind Extremes: Hang Lung, Swire, AVIC
This week I briefly look at bifurcations in Hang Lung Group Ltd (10 HK), whose clean NAV just got a little cleaner; Swire Pacific Ltd Cl A (19 HK)...
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StubWorld - Set-Up & Unwind Extremes: Wheelock, JCNC, Swire
This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...
214 Views