Last Week in Event SPACE: ING Life, Nikkei 400 Rebal, Raysum, FamilyMart, Investa, Swire
Last Week in Event SPACE ... Reportedly Shinhan Financial (055550 KS) is in the final stages of negotiations with MBK to acquire a 59.15% stake...
421 Views
StubWorld: PCCW Plumbs New Lows & Wheelock Props' Privatisation
This week I analysed PCCW Ltd (8 HK)'s discount to NAV, which has widened beyond its 12-month STD subsequent to the release of its 2018 interim...
514 Views
Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
346 Views
Last Week in Event SPACE – Toshiba, JA Solar, Hyundai Merchant, Hochtief, ASE
Last week, the announced capital raising resurrects Toshiba Corp (6502 JP); minorities should exercise a "Shanda" on the JA Solar Holdings Co (JASO...
279 Views
StubWorld - Set-Up/Unwind Extremes: Rusal, PCCW, Kingboard
This week I briefly look at recent (& ongoing) bifurcations in United Co Rusal Plc (486 HK); PCCW Ltd (8 HK); Kingboard Chemical Holdings (148...
206 Views