Last Week in Event SPACE: Monex/NTT, PICC/PICC P&C, Vertex
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
604 Views
StubWorld: NWD (17 HK) Is Cheap. It May Get Cheaper Still
If the Chengs aren't buying here, it doesn't exactly compel investors to do otherwise. The arb for NWS Holdings looks like a better bet here after...
547 Views
Merger Arb Mondays (02 Oct) - NWS, Mason, IMAX China, Keiyo, System Info, Toyo, Symbio, Allkem
This week, the highest gross spreads are Keiyo (58.3%), 111 (40.8%), Eoflow (22.4%), Symbio (19.3%), IMAX China (19.0%), JSR (8.3%), Boustead...
3.9k Views
China RRR Cut, Macro, & A Debate on – Property Pair Trade “Long China and Short HK” (Or the Reverse)
The RRR cut is another step of China's easing. We looked at the old pair trade between China and HK for property. The picture today is more...
453 Views
Sun Hung Kai (16 HK): The Kwoks Step In To Stem The Tide
I can't think of a compelling reason to get exposure in SHKP here. I can think of a number of compelling reasons not to.
575 Views