Alibaba: Where Is FCF Spent?
Alibaba’s rather questionable accounting and corporate governance practices are often overlooked by investors given the company’s strong FCF...
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StubWorld: Respite For Swire's Bs Amidst Cathay's Hard Landing
This week in StubWorld ... Swire's discount to NAV, like any number of Holdcos, has widened dramatically YTD. Swire is "cheap" versus Swire...
479 Views
HSI Rebalance Preview June 2020 - To Change or Not to Change
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2020 Q1 review of the Hang Seng Family of Indexes on 15 May. The...
635 Views
Shorts Higher on Consumer Discretionary Stocks
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 March 2020.Total short...
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WeWork Bonds in Peril As Softbank Abandons Equity Tender
Softbank Group (9984 JP) has withdrawn its nearly $3 billion tender offer for The We Company (WeWork) (WE US) equity, which I have valued as...
601 Views