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...
360 Views
Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
592 Views
Last Week in Event SPACE: Xiaomi, NTT, Capitaland, Panalpina, Celgene/Bristol Myers, Amorepacific
Last Week in Event SPACE ... Do not buy Xiaomi Corp (1810 HK) as there is a LOT of overhang still to come. Indications are a total of ¥550-650bn...
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