StubWorld: Flying Low With Cathay
This week in StubWorld ... Down 12% YTD and 29% from its April high, Cathay Pacific Airways (293 HK) still trades rich relative to peers as...
614 Views
Golden Agri & Wilmar – Avoid till the Smoke Clears
INVESTMENT CONCLUSION: We recommend avoiding shares linked to the Indonesian plantation sector, like Golden Agri Resources (GGR SP) and Wilmar...
647 Views
Last Week in Event SPACE: Naspers, First Pac, Toshiba, Nissan, Entertainment One, Huaneng Renew
Last Week in Event SPACE ... Naspers (NPN SJ) appears to have baked in most of the upside from the Prosus (PRX NA) spin-off. Near-term there...
668 Views
StubWorld: First Pacific's Discount Back To Passive Levels
This week in StubWorld ... Apart from a brief period of investor enthusiasm and a narrowing of the NAV discount in 2013 after First Pacific Co...
684 Views
Wilmar: China IPO Looks Priced In
INVESTMENT VIEW: Wilmar International (WIL SP) shares have rallied over 20% YTD on optimism that its upcoming A-share listing will unlock value....
707 Views