Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
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Link REIT: Active Capital Recycling to Drive Unit Price Performance
Link REIT (823 HK) announced on 26th November 2018 its acquisition of Beijing Jingtong Roosevelt Plaza, a four-year-old retail property in...
611 Views
Last Week in Event SPACE – Toshiba, AWE, Sharp, Nisshinbo, Toray
Last week, the mechanics of index inclusions on Toshiba Corp (6502 JP)’s ¥600bn placement and short-swing profit disgorgement liability; AWE Ltd...
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Link REIT: Externalising the Externalities
Following the announcement of a strategic review in July 2017, Link REIT reviewed various options and announced the divestment of a portfolio of...
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StubWorld - Set-Up & Unwind Extremes: Hang Lung, Swire, AVIC
This week I briefly look at bifurcations in Hang Lung Group Ltd (10 HK), whose clean NAV just got a little cleaner; Swire Pacific Ltd Cl A (19 HK)...
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