The Most Beauteous Beerholder Now Has Our Undividended Attention
Today, China Resource Enterprises, Limited (291 HK) sees its market price basically drop in half.Once upon a time a magnificent(?) conglomerate of...
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CRE NEWBREWCO: Preparing for the Special Div, and SABMiller/ABInbev possibilities
17 Sep is the last day of trading with special dividend attached. On Friday, this HK$24-25 stock will (based off the last week's range)...
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QUICKNOTE: CRE Breaks Out vs Tsingtao, Finally... And Goes Ex-Div This Week
As Jon wrote in "Beer is Cheap, But Is It Cheap Enough" 5 months ago, CRE NEWBREWCO looked cheap vs Tsingtao. It took a while for the market to...
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A Sack full of Cash and Cheap Beer (or "The Good, The Meh, and the Ugly")
This trade deserves to be looked at again and again. The fair value of the residual portion (NEWBREWCO) - i.e. what you own after the Special...
373 Views
Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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