TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
662 Views
Global Equity Strategy: Major Indexes at Logical Support
We believe the S&P 500, STOXX Europe 600, MSCI ACWI ex-U.S., EAFE, and MSCI China are pulling back to support at their prior breakout levels --...
541 Views
FY03/19 Results Underwhelming, Still Guides For 20% Increase in FY03/20E OP
Denso Corp (6902 JP) reported revenue of JPY5,362bn (+5.0% YoY) close to their revenue target for FY03/19, thanks to the increase in sales volume...
336 Views
TRADE IDEA - PCCW (8 HK) Stub: The Li Legacy Lives On
Have you ever wondered how a company secures the Chinese lucky number "8" as their ticker in Hong Kong? I'll explain later on, but let's just say...
820 Views
TRADE IDEA - Amorepacific Stub (002790 KS): Buyback Helped, Close the Trade
In my original insight on January 15, 2019 TRADE IDEA: Amorepacific (002790 KS) Stub: A Beautiful Opportunity, I proposed setting up a stub trade...
577 Views