StubWorld: Melco (200 HK) At NAV Trough Levels
his week in StubWorld ... Commercial real estate (in the world's most expensive city) - check. Hotel exposure - check. Marine services -...
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Last Week in Event SPACE: Vedanta, Cardinal Res., Japan Retail Fund, HSBC, Opticomm, Tiffany/LVMH
Last Week in Event SPACE ... Plus, other events, CCASS movements and Mood Spins. (This insight covers specific insights & comments...
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Reality Check XXVI: How Much Are the Other Intuch VC Investments Worth?
<p>The recent acquisition of </p>
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StubWorld: Gulf's Questionable Stake In Intouch
This week in StubWorld ... The board of Gulf Energy Development Public Company (GULF TB) has approved its investment in Intouch Holdings (INTUCH...
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Mid-Year Thai Strategy Review 2020: Focus on Recovery Plays
For mid-year 2020, we maintain most of our top picks such as AOT, MINT, and ERW. However, we also make some changes to the portfolio as...
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