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...
181 Views
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)...
378 Views
Link REIT's Disposal at a Better-Than-Expected Price
Link REIT has disposed of a portfolio of assets to a real estate fund for HKD 23 billion . The disposal price was more than 50% above the book...
153 Views
StubWorld - Set-Up & Unwind Extremes: Wheelock, JCNC, Swire
This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...
201 Views
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...
200 Views