Shenzhen Intl (152 HK): A Gem in the Greater Bay Area
Shenzhen Intl is an interesting, yet inexpensive (0.87x P/B), play on the encouraging outlook of Shenzhen and the Greater Bay Area. 3Q20 results of...
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Smartkarma Originals
Chinese Expressways: A Step In The REIT Direction
2020 has been a bumpy journey for Chinese toll roads. China's State Council first increased the toll-free period over the Chinese New Year to 16...
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StubWorld: Further Narrowing in Melco’s NAV Discount Unjustified
This week in StubWorld ... What catalysts are left to be extracted at Melco International Development (200 HK)'s stub level after privatising...
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StubWorld: Matheson's Strategic Buying of Strategic
This week in StubWorld ... Jardine Matheson Hldgs (JM SP)'s recent buying of Jardine Strategic Hldgs (JS SP) is nothing new and follows a...
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StubWorld: Suzuki Looks A Short Here As Maruti Drives Growth
This week I briefly looked at Suzuki Motor (7269 JP)'s bifurcation to 56.2%-held Maruti Suzuki India (MSIL IN), gaining 7% and 14% since its 1Q19...
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