Cosco Capital - Unlisted Operating Assets Remain Under-Appreciated

APAC IPOs & Placements

Zhen Zhou, Toh

Smartkarma

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Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/13890" target="_blank" data-smartkarma-citation="entities:13890:1">Puregold Price Club Inc (PGOLD PM)</a> 's share price has been rallying for the past 3 months, while <a href="https://www.smartkarma.com/entities/10665" target="_blank" data-smartkarma-citation="entities:10665:1">Cosco Capital Inc (COSCO PM)</a>  has stayed fairly flat, leaving the company's discount to NAV to continue widening at record levels.</p><p>In this insight, we analyze the holdco primarily on these five factors:</p><ol><li>What's on Offer</li><li>Reasons for Dislocation</li><li>Statistics and Set-up</li><li>Catalysts</li><li>Potential Risks</li></ol>

Puregold Price Club Inc (PGOLD PM) 's share price has been rallying for the past 3 months, while Cosco Capital Inc (COSCO PM)  has stayed fairly flat, leaving the company's discount to NAV to continue widening at record levels.In this insight, we analyze the holdco primarily on these five factors:What's on OfferReasons for DislocationStatistics and Set-upCatalystsPotential Risks

Cosco Capital

Cosco Capital Is Cheaper than Ever