Smartkarma Originals
DoubleDragon Properties (DD PM): From Overhyped to Undervalued; Multi-Bagger in the Making?
This Insight was written by Nicolas Van Broekhoven and Lloyd Moffatt. What is an Orphan Stock? An attractively valued company with a minimum...
4.1k Views
DM Wenceslao IPO Review - Priced To Reflect Concentration Risk
Summary from previous Insight Dm Wenceslao And Associates (DMW PM) 's large land bank in Aseana City at a low cost gives the company an advantage...
954 Views
DM Wenceslao Pre-IPO Review - A Bet on Aseana City
Dm Wenceslao And Associates (DMW PM) is looking to raise approximately US$300m in its upcoming IPO. Proceeds raised will be mainly used to fund the...
548 Views
Cosco Capital - Unlisted Operating Assets Remain Under-Appreciated
Cosco Capital Inc (COSCO PM) was at its record discount to NAV when we first wrote on it mid-2016. Discount to NAV has since then narrowed, but it...
591 Views
Avoid the deal, stock looks toppish
We would avoid the dealWhile the stock has done well over the past few years, however, it has still underperformed the index. Moreover, this being...
626 Views