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)...
384 Views
Cement Synergies: A Look at CNBM's Sinoma Acquisition
Potential synergies could make CNBM’s Sinoma acquisition a good deal for both sides.In early September, China National Building Material Co Ltd...
300 Views
StubWorld - Set-Up & Unwind Extremes: Pasona, SK Telecom, China Conch, Guoco
This week I briefly look at recent (and ongoing) bifurcations in Pasona Group Inc (2168 JP), SK Telecom (017670 KS), China Conch Venture Holdings...
256 Views
Anhui Conch Cement: A Sustainable Recovery
Anhui Conch is China's second largest cement manufacture by sales volume and ranks first among the pure-play cement companies in terms of gross...
588 Views
Last Week in Event SPACE (29 July 2017)
A vexing week for arbs as HNA’s funding for CWT Ltd (CWT SP) comes under pressure and the Tower Ltd (TWR NZ) / Suncorp Group Ltd (SUN AU) deal is...
336 Views