Last Week in Event SPACE: Naspers, First Pac, Toshiba, Nissan, Entertainment One, Huaneng Renew
Last Week in Event SPACE ... Naspers (NPN SJ) appears to have baked in most of the upside from the Prosus (PRX NA) spin-off. Near-term there...
470 Views
Nissan: Tying Up Loose Ends
The Renault-Nissan alliance has been in the news lately as Nissan CEO Saikawa was found to have received improperly high compensation, shortly...
455 Views
JPX Nikkei 400 Rebalance - 2019 Edition Done
The JPX Nikkei 400 Rebalances are, from announcement to end, rarely an interesting event. I was not bullish the Adds vs Deletes performance this...
528 Views
Widodo's Cabinet Hints: Plus Ça Change / Auto Sector: Major EV Push Needs Broader Reform / Ore Ban
Finance Minister Sri Mulyani Indrawati will return in the next cabinet, but President Joko Widodo added that “it is time [for her] to have larger...
378 Views
Last Week in Event SPACE: Aveo, Cocokara, TPV Tech, Sanyo Chem, Travellers, Osram, Mylan, Swire Pac
Last Week in Event SPACE ... Aveo Group (AOG AU)'s Offer Price is below expectations, and at 0.56x P/B, appears cheap. But the lack of interest...
440 Views