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...
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Kingboard Chemical Placement - Share Sale Could Fuel Index Inclusion Speculation
Hallgain Management is looking to sell 20m shares of Kingboard Chemical Holdings (148 HK) for about US$118m. Post-sale, the majority shareholder...
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StubWorld - Set-Up & Unwind Extremes: Renault, Kingboard
This week I briefly look at recent bifurcations in: Renault SA (RNO FP) wherein the French government reduced its stake to 15.1% from...
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Qatar Stake Purchase Unlikely to Have Material Impact on Cathay's Bottom Line
We reiterate our fair value estimate of HKD 8.50 per share for no-moat Cathay Pacific Airways (293 HK) following Qatar Airways’ decision to acquire...
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21 Things Worth Knowing (#9)
In Today's Issue1. San Miguel Corporation (SMC PM) announced a restructuring of the group including a share swap with San Miguel Pure Foods Co Inc...
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