StubWorld: Dah Sing At An All-Time Low
This week in StubWorld ... Although further restructuring at the parent level appears limited, Dah Sing Financial (440 HK) is optically cheap from...
750 Views
Dah Sing Financial: 山不转路转 : "A Mountain Cannot Turn, but a Road Can"
Dah Sing Financial Holdings (440 HK) and Dah Sing Banking Group Ltd (2356 HK) appear to be on the right path as evidenced by their respective...
546 Views
StubWorld - Set-Up & Unwind Extremes: Dah Sing, Japan Post, Sembcorp
This week I briefly look at bifurcations in Dah Sing Financial Holdings (440 HK), as the discount further widens since paying the special dividend;...
608 Views
StubWorld - Set-Up & Unwind Extremes (10 July 2017)
Following my framework insight on ~650 parent vs. holding relationships, I will construct a weekly table highlighting those relationships or stubs...
475 Views
Not Just China Bad Loans Hurting BEA
Bank of East Asia is being hurt not only from worsening impairment costs and worsening revenue in China, but also far higher NPLs in Hong Kong. It...
280 Views