Naspers: “Double” Discount Warranted? The Search for a Catalyst Continues
Since the listing of Prosus, we have seen a “double” discount to listed NAV manifest at Naspers. I take a closer look at the top reasons for this...
627 Views
Last Week in Event SPACE: Northern Star/Saracen, Vedanta, Toyota, Swire
Last Week in Event SPACE ...  Plus, other events, CCASS movements and Mood Spins. (This insight covers specific insights & comments...
469 Views
Asia Short Interest Weekly: Tencent, HSBC, Netease, Kubota, DoCoMo, Kakao, LG Chem, Largan, UMC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
475 Views
Three Chinese Stocks that Meet Warren Buffett's Definition Of "Dream Business"
We have developed two primary metrics to gauge the "dream business" quality of business: i.e., the return on retained earnings and the incremental...
864 Views
Tencent - One If By Land
*Simon Says: In Afterpay’s Touch’s (APT.AU) [Afterpay] latest move, it was announced that it will collaborate with Simon Property Group (SPG.US) in...
456 Views