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...
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StubWorld: Toyota Industries Unjustified Outperformance Vs. Toyota Motors
If you are in the Stub, unwind it here (sell 6201 buy back 7203). If you are not in the Stub/Holdco Trade, put it on in reverse. At least, it...
644 Views
Toyota Industries (6201 JP): Trading Rich Vs Toyota Motors
Toyota Industries (6201 JP) is up 24% in the past three months
711 Views
Weichai Power(2338.HK)： Fuel Cell Not the Answer (Yet), More Boldness Needed on All-Electric
Weichai Power, China's largest independent Diesel engine producer, has been looking for a new core business to survive in long term downward trend...
644 Views
TRADE IDEAÂ - Toyota Industries (6201 JP) Stub: Riding the Automation Wave
If ever there was a stub business that is poised to capitalize on global trends of factory automation, automated logistics handling and electric...
1.2k Views