Letters by company

Shangri-La Asia Ltd ADR

1 letter discussing SHALY. Everything written about it on this site is on its ticker page.

Seafarer Capital Partners Portfolio Review Seafarer Overseas Value Fund added Grupo Financiero Banorte amid Mexico tariff fears and exited Salik on valuation, Want Want over weak product renewal, and Giordano after its strategic shift toward growth. The portfolio benefited from Georgian holdings, Moneta Money Bank and WH Group, while Samsung SDI, Shangri-La and Melco faced tariff, financing or slower deleveraging pressures. first quarter of 2025 —