Smartkarma Originals
Notes from the Silk Road: Vitasoy Int'nl Holdings (0345.HK) - Cooler than Marijuana? (Short Note)
How long can the high last?On the 1st January 2019, the South China Post[1]published a story on Vitasoy International Holdings (Vitasoy 0345.HK)...
688 Views
StubWorld: More Misery For PCCW As Index Re-Bal Weighs
This week in StubWorld ... PCCW Ltd (8 HK)'s continued underperformance relative to HKT Ltd (6823 HK) may be due in part to MSCI Hong Kong Index...
647 Views
StubWorld: JCNC In Unwind Territory As Astra's Bank Stake Stalls; Poor Stub Results Send Ayala Lower
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP)'s NAV discount narrows after negotiations to sell Astra International (ASII...
787 Views
Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
439 Views
BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
344 Views