StubWorld: Wheelock's NAV (Unjustly) Narrows; A Case For Naspers' NAV To (Further) Narrow
This week in StubWorld ... Wheelock (20 HK)'s outperformance relative to peers and the HSI is challenging to justify; more so after a property...
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StubWorld: Naspers Embeds Another Layer Into Tencent
This week in StubWorld ... There is no apparent value enhancement to Naspers Ltd (NPN SJ)'s spinning-off and separately listing Tencent Holdings...
927 Views
Last Week in Event SPACE: Chiyoda, Shin Etsu Chemical, GLOW, HNA, Hyosung, Wheelock
Last Week in Event SPACE ... One interpretation on how Chiyoda Corp (6366 JP) may source additional loans and equity. Shin Etsu Chemical (4063...
753 Views
StubWorld: Wharf Under Pressure As Cooling Measures Bite
This week in StubWorld ... Wheelock & (20 HK) is coming up "expensive", but it's Wharf Holdings (4 HK) which is under-performing after PRC...
577 Views
Another MGO For HKICIM As HNA Sells Stake Back To Blackstone
Late Friday night, Hong Kong International Construction Investment Management Group Co., (687 HK) ("HKICIM") announced HNA Finance had entered into...
696 Views