Keepwells: Not Dead Yet - There Might Be Some Protection After All?
Investors increasingly believe Keepwell deeds are worthless after the PKFounder legal decision this year. But a more recent case seems to...
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OUE Ltd. - Bonds Not Joining the Party
We rate the OUE Ltd (OUE SP) SGD bond due 2023 "Hold" at current levels, although they have not participated meaningfully in the recent rally in...
458 Views
Screening the Silk Road: Q2-2020 Small-Mid Cap GARP (Zulu Warrior Screening)
Growth as an investment style has remained prominent over the COVID-19 period, reinforcing its decade long dominance over the value. The key...
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Screening the Silk Road: Q1-2020 Small-Mid Cap GARP (Zulu Warrior Screening)
Growth continues to dominate: In July 2019 (Screening the Silk Road: Q3-2019 Small-Mid Cap GARP (Zulu Warrior Screening), we re-examined the divide...
580 Views
Hopewell's Egregiously Bad Offer, But What Can You Do?
The Scheme Document for the privatisation of Hopewell Holdings (54 HK) has been dispatched. The court meeting will be held on the 21 March. The...
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