Minth (425): Sombrero and Americano!
Minth's business in North America contributes to 20% of the group's revenue focusing on top end clients such as General Motors Co (GM US) , Ford...
714 Views
China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
666 Views
StubWorld: More Misery For PCCW As Index Re-Bal Weighs
This week in StubWorld ... PCCW Ltd (8 HK)'s continued underperformance relative to HKT Ltd (6823 HK) may be due in part to MSCI Hong Kong Index...
762 Views
StubWorld: JCNC In Unwind Territory As Astra's Bank Stake Stalls; Poor Stub Results Send Ayala Lower
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP)'s NAV discount narrows after negotiations to sell Astra International (ASII...
883 Views
Minth (425): Short Now if You Missed Out the Previous Time...
With the bleak outlook of auto sector in China, auto and auto parts makers will inevitably have a challenging period. Yet, Minth just had a short...
724 Views