StubWorld: A Year-To-Date Review in Charts
This week in StubWorld ... Drawn from a basket of 40 Holdcos, the average NAV discount steadily widened in the first half of the year. Passive,...
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Land Acquisitions From HNA Unusual for Henderson Land Development
Henderson Land Development (12 HK), or HLD, acquired two plots of land in Kai Tak, Hong Kong for HKD 16 billion from cash-starved HNA Group. Given...
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StubWorld - Set-Up & Unwind Extremes: Dah Sing, Japan Post, Sembcorp
This week I briefly look at bifurcations in Dah Sing Financial Holdings (440 HK), as the discount further widens since paying the special dividend;...
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Link REIT: Externalising the Externalities
Following the announcement of a strategic review in July 2017, Link REIT reviewed various options and announced the divestment of a portfolio of...
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No Details on Much Anticipated Farmland Conversion in HK CE's First Policy Address
Carrie Lam’s first policy address did not provide details on the much-anticipated farmland conversion as a means to jump-start the newly announced...
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