(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
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Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
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Last Week in Event SPACE: Ascendas REIT, UNIZO, CITIC Enviro, Sotsu, CK Hutch, Indofood, UOB/OCBC
Last Week in Event SPACE ... Ascendas Real Estate Investment Trust (AREIT SP)'s rights issue is a very well-structured deal. It offers existing...
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StubWorld: CK Hutchison Recovering. More To Come
This week in StubWorld ... CK Hutchison Holdings (1 HK) is back to levels last seen before political disruptions began in Hong Kong. CKH looks...
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CK Hutchison (1HK): Cloudy Outlook, yet Valuation Underpinned by Strong Free Cash Flow
CK Hutchison Holdings (1 HK) has underperformed the HSI index by roughly 10% year-to-date. This is mainly due to the cloudy outlook, stemming from...
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