Last Week in Event SPACE – Santos, Qualcomm, Wharf, Sina, AVIC
Last week, the future's a gas as Harbour Energy circles Santos Ltd (STO AU); proxies to take up the fight as Qualcomm Inc (QCOM US) predictably...
221 Views
Investment Properties in China Will Power Growth for Wharf, but Other Initiatives Unclear
We revise our rating for Wharf from narrow moat to no-moat due to the demerger. The firm spun off its moaty Hong Kong, or HK, investment property...
170 Views
StubWorld - Set-Up & Unwind Extremes: Wheelock, JCNC, Swire
This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...
214 Views
This Week in Event SPACE - Qualcomm, Oi SA, SamE's Prefs, Renault, Kingboard, Wharf
This week, Broadcom Corp (BRCM US)'s offer for Qualcomm Inc (QCOM US) does not compute; Oi SA (OIBR4 BZ)'s debt entitlements are a drag on forward...
212 Views
Buying Wharf's Bull Triangle
Our tactical stance on HK property has called for an underperform (pair short on the property sector/SHK). We are keen to buy back mainland...
164 Views