How can a subsidiary company be worth >90% of its parent company's entire Market Cap (RM 1.9B)?
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Positive Catalysts: US Commodities, CPKC merger, Pivot to Growth (from PSR), Intermodal Business Model Shift, Decarbonization, Nearshoring in Mexico…
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What If You Could Combine The Radical Efficiency of the LCC Airline Sector with the Railroad Industry? You'd Get Precision Scheduled Railroading (PSR)
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HIBISCUS shares are a completely different animal today from just 12 months ago. Are they still undervalued? That depends: Will Oil Prices stay above…
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The Fed Hiked Rates 0.75% Amidst +8.6% US Inflation... will it lead to a Recession? Here's a stock which is BOTH An Inflation + Deflation Portfolio…
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Looking for the same LT secular growth of Commodities/Energy + don't mind similar Volatility & Risk - but without the geopolitical beta exposure…
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EDIT (29.05.22): My sincerest apologies! The investment thesis described here is completely bunk. Please refer to the EDIT inside for details.
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Evaluating ASEAN e-commerce marketplace Shopee's performance - using GAAP accounting metrics (e.g. revenue), rather than non-GAAP metrics (e.g. adjusted…
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