Thailand – KTC Defies the Sceptics
Krungthai Card (KTC TB) shows all too clearly how to keep profit growth high, rising from 20%, to 33% and to 56%, from 2016 through 2018. There are...
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Last Week in Event SPACE: M1, Healius, Thanachart, Faroe, JCNC, Jardines
Last Week in Event SPACE ... On a Risk/Reward basis, the arb is not very attractive at M1 Ltd (M1 SP)'s current price. Pricing aside, Jangho...
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StubWorld: A 2018 Review In Charts
This week in StubWorld ... The average NAV discount of a basket of 40 Holdcos steadily, and not altogether unsurprisingly, widened throughout the...
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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...
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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;...
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