StubWorld: Holdcos Behaving Badly
My second dose of StubWorld for the week is essentially an exercise in illustrating (as is evident) the truly extraordinary moves over the past...
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StubWorld: Matheson/Strategic FY19 Results; Ayala Ai-Ya
This week in StubWorld ... Jardine Matheson Hldgs (JM SP), currently at an MSCI-inclusion high relative to Jardine Strategic Hldgs (JS SP),...
602 Views
StubWorld: Melco Steps Back From Crown; Ayala Hands Over Control Of Manila Water
This week in StubWorld ... Melco International Development (200 HK)'s 54.88% subsidiary Melco Resorts & Entertainment (MLCO US) announced it...
552 Views
StubWorld: Ayala Corp Under Pressure As Govt Probes Contracts
This week in StubWorld ... Ayala Corporation (AC PM) trades around its one-year low discount to NAV as the Duterte administration steps up its...
550 Views
StubWorld: 2019, In Charts
A double-dose of StubWorld this week, in one insight, as I summarise the performance of a basket of Holdcos year-to-date; and a quick summary of...
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