Tencent Fresh High Targets
In our November 28th insight we outlined a buy the dip strategy on the basis that the previous rise was impulsive and that weakness going into...
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Last Week in Event SPACE - Kakao, Mirae, Minato, OOIL, Hitachi Kokusai
Last week, a possible ban on cryptocurrency trading further skews the Kakao Corp (035720 KS) GDR arb; the mechanics of Mirae Asset Daewoo...
528 Views
Naspers & Prosus Sell off on JET Acquisition, Discounts Oversold Lifting Buyback Accretion
Naspers and Prosus sold off sharply on the news of the JET acquisition yesterday morning. Both discounts widened, following a notable recovery...
574 Views
Bears Become Endangered Species, as Tech Faces Zeitgeist Shift…
It’s rather ironic that value fund GMO, which has been relentlessly underperforming and losing AUM, should now be grabbing headlines for ‘melt up’...
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StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
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