Last Week in Event SPACE: Toshiba, Altaba, Sanyo. APA, HAECO, Avichina
Last Week in Event SPACE ... Games of chicken in Altaba Inc (AABA US)'s tender offer A rational event investor should buy Toshiba Corp (6502 JP),...
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Last Week in Event SPACE: FamilyMart, Hyundai Motor Prefs, Renault/Nissan, Fortis Health, Korea Zinc
Last Week in Event SPACE ... FamilyMart UNY Holdings Co Ltd (8028 JP) has been in the sweet spot for post-merger synergies, however once Itochu...
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66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
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Smartkarma - Special Situations Weekly Update (21 November 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
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Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
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