Nature Home (2083 HK): Risk Aversity Sees Spread Blow Out
Given HK events have been a bloodbath this year, I thought this may trade wide. But not this wide. If you have the risk appetite, then get involved...
588 Views
FWD Pre-IPO - The Positives - Growing Fast
FWD, a pan-Asian life insurer founded by Richard Li, aims to raise up to US$3bn in its US IPO.  In this note, we will talk about the positive...
693 Views
StubWorld: The Trimming Of PCCW
One of two events are likely hereon- either HKT is taken over - not by PCCW - but by a PRC telecommunication company such as China United Network;...
556 Views
Asia Shorts: CGS, CTF, ASM Pac, PCCW, KyushuRail, Marui, HMM, Doosan, LG Chem, HMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
386 Views
StubWorld: PCCW, Naspers/Tencent
There exit few positives in PCCW's stub ops. I would look to reverse the stub - Short PCCW, Long HKT. I believe a more suitable discount to NAV is...
420 Views