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Relative Value: HoldCos and Stubs
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Relative Value: HoldCos and Stubs
Weekly setup/unwind ideas among holdcos
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bullish
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Hanwha Corporation
•
09 Jul 2024 09:51
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...
David Blennerhassett
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315 Views
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bearish
•
Barito Renewables Energy
•
03 Jul 2024 14:22
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.
David Blennerhassett
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329 Views
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bearish
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Sun Corp
•
24 Jun 2024 12:36
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...
David Blennerhassett
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307 Views
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bearish
•
Great Eagle Holdings
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04 Jun 2024 16:15
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...
David Blennerhassett
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375 Views
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bullish
•
Prosus NV
•
21 May 2024 16:10
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...
David Blennerhassett
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423 Views
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