Time to Stub Trade on HDC: Lowest σ in 120D & Sub's Strong 1Q Is Mainly Existing Biz
HDC sub (HDC-OP) had a strong quarter. But this was mostly existing business. Growth business isn't contributing much yet. That is, it is unlikely...
395 Views
Last Week in Event SPACE: MYOB, Lynas, Versum, Jardines
Last Week in Event SPACE ... Not a bad reward/risk as Manikay greenmails KKR's MYOB Group Ltd (MYO AU) offer. If the Malaysian government impasse...
268 Views
HDC Holdco Trade: Holdco Re-Rating Should Be Transferred to Sub, Time to Long Sub/Short Holdco
HDC Holdco and its major Sub HDC-OP are now at 247% of σ on a 20D MA for the first time since mid Nov last year. On a 120D, their current price...
364 Views
HDC Holdings Goes Activist on Samyang Foods
We have a really interesting and unusual situation in Korea right now with HDC Holdings (012630 KS) going activist on Samyang Foods (003230 KS)....
437 Views
HDC Holdings Stub Trade: Current Status & Trade Approach
HDC Holdings (012630 KS) and HDC-OP (294870 KS) price gap is now at a nearly record high. Holdco discount is now 60% to NAV. On a 20D MA, Holdco...
600 Views