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...
663 Views
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...
586 Views
Yuexiu - Sleeping Outperformer
In a market where people fall over each other to find the next exciting idea, we love dull boring stocks which keep clocking the numbers day in and...
1.5k Views
A Dynamic Discount to NAV view on Shenzhen International
In this insight, we review Shenzhen International (SI) through the prism of Smartkarma's Dynamic Discount to NAV model. We see SI's Discount to NAV...
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