StubWorld: Naspers' Unsustainable Look-Through
Long Naspers vs Tencent, is the obvious trade at the current look-through value. IF Naspers+Prosus decides to sell some more Tencent, expect...
630 Views
StubWorld: Evergrande Auto, PCCW, LG Corp
Chine Evergrande (3333 HK) looks "cheap" and Evergrande Auto (708 HK) frothy, suggesting a set-up here. Personally, I would avoid both.
477 Views
PCCW (8 HK): Possible MSCI Deletion
PCCW appears to be fully priced at 2+STD on a NAV discount. I would look to unwind here if already in, and look to reverse the stub - Short PCCW,...
786 Views
PCCW: Partial Offer To Lift Li Above 30%
For the 1H20, PCCW Ltd (8 HK)'s revenue and EBITDA increased by 2% each to HK$18.281bn and HK$5.4bn, respectively. Net loss to shareholders was...
927 Views
StubWorld: Is Lawrence Ho Planning To Collapse Melco?
This week in StubWorld ... Lawrence Ho continues to aggressively chip away at Melco International Development (200 HK) and will hold at least a...
698 Views