StubWorld: PCCW Is “Cheap” but Stub Ops Are Deteriorating
This week in StubWorld ... Select media ops (Free TV and OTT), together with substantial losses booked to other businesses and eliminations,...
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Doosan Heavy & Doosan E&C Rights Offers: Situational Assessment & Offering Size Estimation
Doosan Engineering & Construction (011160 KS) is considering a ₩400bil rights offer. At a usual 30% discount to the last closing price,...
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Doosan Bobcat - Negative on the North American Housing Market Turning Downwards
We believe that the consensus earnings estimates of Doosan Bobcat Inc (241560 KS) are likely to revised down by 10-15% in the next 6-12 months,...
597 Views
Buy SEMCO on Potential Year-End Window Dressing: Consider Shorting Murata For a Hedge
The recent shorting campaign on Samsung Electro Mechanics Co, Ltd. (009150 KS)Â hasn't really paid off yet as the price has stood firm. As...
425 Views
Doosan Infracore Results Positive in 1Q18, Strengthened Balance Sheet to Support Expansion Strategy
China, North America and Europe to Play a Major Role Source: Company Disclosures ChinaDoosan Infracore Co Ltd (042670 KS) reached 10.5% market...
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