StubWorld: TCL's Possible Stake in ASM, Imax Is Not The Ticket, Out of Touch Intouch
This week in StubWorld ... Asm International Nv (ASM NA) is the more interesting play should TCL Corporation's rumoured acquisition in Asm...
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StubWorld: Matheson Unloads JLT, Unwind Takara
This week in StubWorld ... With the sale of Jardine Lloyd Thompson Group P (JLT LN) all but a done deal, how will Jardine Matheson Hldgs (JM...
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Reality Check XIV: What's a Ballpark Number for the Intuch Spinoff?
Thailand is not Silicon Valley, and there are very few Internet startups going IPO. One of the first of these may be plans by Intuch to spinoff...
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Keeping Intouch
Intouch Holdings Pcl (INTUCH TB)'s discount to NAV is at a 12-month low while the Intouch/ Advanced Info Service Pcl (ADVANC TB) ratio is nudging...
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StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
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