StubWorld: The Rising Tide As China Merchants Port Recovers
A double-dose of StubWorld this week: Port operators, including China Merchants Port (144 HK) ("CMPH"), have rebounded from 2019 lows amidst a...
475 Views
Last Week in Event SPACE: Nuflare, Hitachi Chem, Line/Z, Haier, Village Roadshow, TVB, BTS Group
Last Week in Event SPACE ... There is a clear conflict of interest between Toshiba Corp (6502 JP) and the minority shareholders of Nuflare...
753 Views
StubWorld: Bank of Kyoto, Wheelock/Wharf, AVIC, Alliance Global
This week in StubWorld ... Bank Of Kyoto (8369 JP) is "cheap" but management has no intention of unwinding its cross-holdings. Wheelock (20...
603 Views
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...
534 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...
444 Views