StubWorld - Set-Up & Unwind Extremes (21 July 2017)
This week I briefly look at recent bifurcations in Great Eagle Holdings Ltd (41 HK), IMAX Corp (IMAX US), Macau gaming plays ( MGM Resorts...
317 Views
BRPT: Capacity Gains a Market Share Chain Reaction
Cheap on a gross profit basis, improving asset turnover, and good pricemomentum relative to its sector Following a number of successful mergers,...
296 Views
Lotte Chemical Titan IPO - Valuation Sensitivity Analysis
Below is a sensitivity analysis for Titan's valuation. Titan's proposed RM8 based MC ₩5,182bil seems to be standing at about 30% discount to the...
578 Views
The Week that Was in ASEAN@Smartkarma - Ghostowns, Thaksinites and Casinos
This week has been a tough one for the people of Jakarta, as the outgoing Governor was handed an extremely dubious sentence of two years in jail,...
314 Views
BRPT: Abundant Petrochem Capacity
Cheap on a gross profit basis, low correlation, and improving asset turnover relative to its sector Following a number of successful mergers,...
214 Views