TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) ​ with a 5.33% return on gross notional over roughly six months, equating to...
699 Views
TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
847 Views
StubWorld: More Misery For PCCW As Index Re-Bal Weighs
This week in StubWorld ... PCCW Ltd (8 HK)'s continued underperformance relative to HKT Ltd (6823 HK) may be due in part to MSCI Hong Kong Index...
871 Views
TRADE IDEA -Â First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
695 Views
Last Week in Event SPACE: Nissan, Naspers, Lynas, Xenith, Versum, Scout24, PCCW
Last Week in Event SPACE ... The fog lifts, slowly, on Nissan Motor (7201 JP), but merger talks will have to wait until the company gets its...
800 Views