StubWorld: Sunway's Stable Is Overpriced
Compared to listed conglomerate peers, Sunway is trading rich. SUNMED, SUNCON, and SREIT are also trading rich to peers.
86 Views
StubWorld: Batu Kawan & MKH Share Suspensions Point To MKHOP Exit
MKHOP is a pure upstream player. MKH is fundamentally a property play. Palm plantation is a game of scale. Given its meteoric share price gain, it...
92 Views
StubWorld: Sun Corp (6736 JP) As A Value Play Is Less Apparent
Sun Corp as a value play is less clear here. I'd look to reverse the stub if the discount to the CLBT holding dips to mid-teens. But not...
231 Views
StubWorld: GMO Internet (4784) Remains An Avoid. Get Involved With GMO Internet Group (9449 JP)
Stay away from the offering. GMO Internet (4784 JP) is probably a buy ~¥600/share (say, ~20% downside). Possible index/TOPIX demand later this...
270 Views
StubWorld: WH Group (288 HK) Still Trading Rich To Shuanghui And Smithfield
Forward growth drivers are more evident in Smithfield and Henan Shuanghui. Short interest in WH Group continues to edge up.
201 Views