StubWorld: Ayala Re-Tests New Lows
This week in StubWorld ... Ayala Corporation (AC PM) is re-testing its NAV lows despite the absence of a major shareholder sell-down and a bond...
528 Views
Last Week in Event SPACE: Unizo, Ruralco, Pac Pacific/Donki, Asiana, Greene King, Wheelock, Intouch
Last Week in Event SPACE ... If you had a long position in Unizo Holdings (3258 JP) from well before, or even just this past week, you would look...
433 Views
StubWorld: Wheelock Stub Gains on Ructions in Retail
Wheelock & (20 HK) /Wharf Holdings (4 HK)/Wharf Real Estate Investment (1997 HK) Inputting the 2019 interim numbers for all three companies...
535 Views
Last Week in Event SPACE: Nexon, Japan Display, NTT/Docomo, Naspers, Harbin Electric, Glow Energy
Last Week in Event SPACE ... Media coverage of the Nexon (3659 JP) deal has been strangely uninformative, which means this situation is riskier...
374 Views
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...
578 Views