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...
628 Views
Ayala Corp Long Support as Bull Wedge Matures
Ayala Corporation (AC PM) is approaching tactical/intermediate long support after breaking macro trendline support in early October at 880. Daily...
430 Views
StubWorld: Ayala Re-Tests New Lows
This week in StubWorld ... Ayala Corporation (AC PM) is re-testing its NAV lows despite the absence of a major shareholder sell-down and a bond...
724 Views
Holcim/San Miguel's Phase II Review And The Rebuttable Presumption
Back in June, San Miguel (SMC PM) ​and Holcim Philippines (HLCM PM) entered into a SPA whereby SMC would acquire an 85.73% stake in HLCM. The...
765 Views
StubWorld: A 2019 Review In Charts
A double-dose of StubWorld this week as I summarise the performance of a basket of Holdcos year-to-date. An index of the average NAV discount of a...
757 Views