StubWorld: Buybacks Resume Into Inexpensive Wilmar
Wilmar looks inexpensive here, even for a cross-border, possibly-difficult-to-short subsidiary, Holdco situation. Potential near-term catalysts...
352 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views
Del Monte Pacific (DELM SP): Cook-From-Home and Multiple Subsidiary IPO's to Unlock Large Upside?
Del Monte Pacific, dual-listed in Singapore and the Philippines, is valued at a mere 350M USD but potentially sits on a treasure trove of...
971 Views
Last Week in Event SPACE: OFAC's Humdinger, China Mobile, NTT, Car Inc, Pressance, Tianneng Power
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
450 Views
StubWorld: PPB/Wilmar, LG Corp, China Motor/Yulon Motor
Wilmar continues to outperform PPB after the Yihai Kerry spin-off; and LG Corp (003550 KS) is cheap, and there are catalysts in the pipeline apart...
464 Views