PCC Concludes Merger-To-Monopoly In Holcim/San Miguel Tie-Up
Back on the 9 May last year, San Miguel (SMC PM) and LafargeHolcim Ltd (LHN SW) entered into a share purchase agreement whereby SMC (via...
417 Views
Last Week in Event SPACE: Capitaland's REITs, Maeda, Huaneng Renew, Toshiba Machine, Samsung, Olam
Last Week in Event SPACE ... The Capitaland Mall Trust (CT SP) / Capitaland Commercial Trust (CCT SP) merger is DPU accretive to everyone (because...
380 Views
Last Week in Event SPACE: Metlifecare, Nuflare, Cocokara, Permata, Alibaba, Shimachu, Central Retail
Last Week in Event SPACE ... Metlifecare Ltd (MET NZ) trades tight to terms as its board and 42% of the register support EQT's revised...
390 Views
StubWorld: China Conch's Fully Priced Rump
This week in StubWorld ... The possible inclusion in the Hang Seng China Enterprises Index may account for China Conch Venture Holdings (586 HK)...
396 Views
Time to Get Defensive on Chinese Cement: Short CNBM/Long Anhui Conch
Chinese cement prices look vulnerable to a 1H20 correction of ~10% after jumping ~20% in 2H19 on supply constraints & temporary demand...
438 Views