StubWorld: Hanwha Corp's Steep Discount & Tender Offer
HC is trading cheap. The family thinks so also and seeking majority control. There is also the pro-ration angle attached to the Tender Offer. I'd...
315 Views
StubWorld: Barito Renewables (BREN IJ) - This Too Shall Pop
I don't know what is going on. I do know BREN's share price will decline. All stocks - parent and subs - are uninvestable in my view.
329 Views
StubWorld: Sun Corp (6736 JP) Running Out Of Puff?
There is clear value in Sun Corp. Less clear is how or if this value materialises. Unless you think Trade Wind will bid (a lot) higher, I'd enter...
307 Views
StubWorld: What Now With Langham (1270 HK)?
Nothing will happen to Langham for six months. GE flip flopping is not a great look. Of the three stocks mentioned here, CREIT is my pick. But...
375 Views
StubWorld: Bloisi's Appointment Stalls The Prosus Accretion Trade
For long-onlies, replace your Tencent with Prosus; or specifically, ~80% of your Tencent position with Prosus. For rel-value players, ~80% of the...
423 Views