PCCW - Armed with a Warchest, There Is a Potential for Stub Re-Rate
PCCW discount to NAV is back at -2x Standard Deviation (SD) levels. Much has changed since our last insight in September. PCCW sold its UK business...
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Yongsan Electronics Market Visit: Shortage of Computer Graphics Cards Due to Cryptocurrencies Mining
I visited the Yongsan Electronics Market (the largest wholesale and retail electronics products market in Korea), located in central Seoul today....
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Okja: The Fight Between Netflix Vs. CJ CGV
Okja is a Netflix backed movie made by Bong JoonHo, a well-known Korean movie director. There is a fight regarding Okja between the global film...
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Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
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Sony (6758) Readthrough from Universal / Spotify Deal
Spotify’s deal with Universal Music paves the way for a renewed deal with Sony Music, one that could work to the advantage of both Spotify and...
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