Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
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StubWorld: Matheson's Strategic Buying of Strategic
This week in StubWorld ... Jardine Matheson Hldgs (JM SP)'s recent buying of Jardine Strategic Hldgs (JS SP) is nothing new and follows a...
596 Views
Quick Read of 2019 Government Work Report - Bulls and Bears
The Premier Li Keqiang had just conducted an annual Government Work Report in the two session conference (两äź) in Beijing this morning. In this...
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Chengdu Expressway (ćé˝éŤé) IPO Review - Well-Managed but Unexciting
Chengdu Expressway Company Limited (1785 HK) is looking to raise US$112m in its upcoming IPO. The expressways that CEC operate are integral in...
837 Views
StubWorld: Suzuki Looks A Short Here As Maruti Drives Growth
This week I briefly looked at Suzuki Motor (7269 JP)'s bifurcation to 56.2%-held Maruti Suzuki India (MSIL IN), gaining 7% and 14% since its 1Q19...
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