Last Week in Event SPACE: Nissan/Renault, NTT/Doco, Ayala, Yungtay, AHG, Kosaido, SK Hynix, Anadarko
Last Week in Event SPACE ... Mangalores lurk as Renault SA (RNO FP)'s Senard bares his fangs and Nissan Motor (7201 JP)'s Saikawa said Nissan's...
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Singapore’s Largest Consumer Staples Stocks Returned 34% in YTD
In 1Q2019, Consumer Staples was the second-best performing sector with +13.9% total return, reversing the -2.9% total return in calendar year...
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TRADE IDEA - First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
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StubWorld: Bank of Kyoto's NAV Discount At Multi-Year Low
This week in StubWorld ... Top up profit or policy cross-holding focus? Either way, Bank Of Kyoto (8369 JP)'s discount to NAV is now at a level...
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The Week that Was in ASEAN@Smartkarma - Philippines & China, Vietnam Rising, and Asian Asset Quality
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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