First Pacific - Tear Sheet - Lucror Analytics
We view First Pacific as “Low Risk” on the LARA scale. This is primarily due to the group’s strong assets and tight control over key investee...
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Asia HY Monthly - Corporate Governance In Chinese Companies - Lucror Analytics
In this month’s “In-Focus” section, we discuss Corporate Governance in Chinese Companies. Specifically, we highlight: [1] the nascent development...
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StubWorld: A Year-To-Date Review in Charts
This week in StubWorld ... Drawn from a basket of 40 Holdcos, the average NAV discount steadily widened in the first half of the year. Passive,...
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StubWorld: Swire, First Pacific
This week in StubWorld ...Swire Pacific Ltd (19 HK)'s discount to NAV nudges a 52-week low, however, there are scant positives in the unlisted stub...
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Last Week in Event SPACE - Mirae, Softbank, NTT Docomo, Kakao, A/H Shares
Last week, Mirae Asset Daewoo Securities Co Ltd (006800 KS)'s rights and arb opportunities; IPO'ing its mobile unit will provide a better...
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