StubWorld: Aramco's Stake Reaffirms Hyundai Heavy's NAV; Rusal Gains After Sanctions Lifted
This week in StubWorld ... Saudi Arabian Oil Co's 19.9% stake in Hyundai Oilfield spotlights Hyundai Heavy Industries Holdings (267250 KS)'s deep...
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Monthly Geopolitical Comment: Too Early to Expect Lasting Improvements in US-China Relationship
In our base case, we do not expect the trade war between the US and China to end soon. The next bilateral meeting between Liu He and US Trade...
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StubWorld: A 2018 Review In Charts
This week in StubWorld ... The average NAV discount of a basket of 40 Holdcos steadily, and not altogether unsurprisingly, widened throughout the...
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Bolts from the Blue
All investments involve some degree of risk. In finance, risk refers to the degree of uncertainty and/or potential financial loss inherent in an...
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StubWorld: A Year-To-Date Review in Charts
This week in StubWorld ... Drawn from a basket of 40 Holdcos, the average NAV discount steadily widened in the first half of the year. Passive,...
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