StubWorld: PPB/Wilmar, LG Corp, China Motor/Yulon Motor
Wilmar continues to outperform PPB after the Yihai Kerry spin-off; and LG Corp (003550 KS) is cheap, and there are catalysts in the pipeline apart...
683 Views
Indofood (ICBP): Undervalued and Will Attract New Types of Investors
Devi Subhakesan mentioned in her report in Indofood CBP (ICBP IJ): US$ 3Bn Acqsn. Of Affiliate - Dizzy Valuation, Earnings Dilution that the deal...
673 Views
StubWorld: Flying Low With Cathay
This week in StubWorld ... Down 12% YTD and 29% from its April high, Cathay Pacific Airways (293 HK) still trades rich relative to peers as...
614 Views
PPB Group (PEP MK): Something's Gotta Give......and Soon
PPB Group appears to be an obvious short at current levels.The parent has remained completely flat despite a 20% fall in the share price of it's...
485 Views