Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
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China Merchants Port (144 HK): Privatisation on the Cards?
Share price of China Merchants Port (144 HK) (CMPH) popped 23% today on the back of various media reports on its potential privatisation by...
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China Merchants (144 HK): What A Privatisation May Look Like
According to a Bloomberg article, "China Merchants Group Ltd. is exploring taking China Merchants Port Holdings Co. private". China Merchants Port...
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StubWorld: The Rising Tide As China Merchants Port Recovers
A double-dose of StubWorld this week: Port operators, including China Merchants Port (144 HK) ("CMPH"), have rebounded from 2019 lows amidst a...
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China Merchants Port (144 HK): Extending Outperformance Against SIPG (600018 CH)
Since the publication of our Insight China Merchants Port (144 HK): Attractive Stub Value Ex-SIPG (600018 CH), China Merchants Port (144 HK) has...
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