StubWorld: Wheelock's NAV (Unjustly) Narrows; A Case For Naspers' NAV To (Further) Narrow
This week in StubWorld ... Wheelock (20 HK)'s outperformance relative to peers and the HSI is challenging to justify; more so after a property...
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Alibaba (BABA US): Early Thoughts on the Hong Kong Listing
Alibaba Group Holding (BABA US) seems to be going ahead with its rumoured secondary listing in Hong Kong. According to some media reports, Alibaba...
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HK Connect Ideas: Five Weeks of Inflows, Dalian Port Outflows (2019-06-14)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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Naspers ➔ NewCo Spinoff III: The Most Interesting Arb In The World. Again.
In the first two pieces Naspers ➔ NewCo Spinoff I: Structure, Ownership, Index Effects and Naspers ➔ NewCo Spinoff II: Thoughts on the Appropriate...
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Nexon Sale: Kakao Is Emerging as the Leading Horse
Yeah, Nexon event is very quiet. Even we didn't have rumor report from local media lately since the main bid closing. So, we are hearing all kinds...
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