StubWorld: The Framework
Over the last decade in my research, I have compiled a list of many hundreds of parent vs holding relationships (often called "stubs"), with at...
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Last Week, in Event SPACE (11 June 2017)
In this note, Oriental Land Co Ltd (4661 JP) takes the Mickey with parent Keisei Electric Railway Co (9009 JP), New World Dept Store China (825 HK)...
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The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
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Wheelock Properties - To Privatise or Not
The rumour mill speculating on the privatisation of Wheelock Properties (S) Ltd (WP SP) is again doing the rounds. The stock is up around 10% in...
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WP (WP SP): Revenue Growth Is in This Developer's Wheelhouse
Slow asset growth, low debt levels, and improving asset turnoverrelative to its sector Against a backdrop of recovering domestic market...
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