Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
CK Infrastructure Holdings (1038 HK)
Watchlist
104
Analysis
Utilities
•
Hong Kong
CK Infrastructure Holdings Limited (CKI) operates as a real assets investment company. The Company invests in energy, transportation, water, and electricity generation sectors. CKI serves customers worldwide.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bearish
•
PCCW Ltd
•
24 Oct 2023 14:55
StubWorld: YTL Is Coming Up Cheap; Li Buys More PCCW
PCCW has an attractive yield on its side, and Li buying. But a 6% premium is unsustainable for this holding company structure. I'd reverse the stub...
David Blennerhassett
Follow
483 Views
Share
bullish
•
Toshiba Corp
•
01 Oct 2023 07:05
Last Week in Event SPACE: Toshiba, CK Infra/Power Assets, Rakuten Bank, Haitong Int'l Sec
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
Follow
722 Views
Share
bullish
•
Tesserent Ltd
•
17 Aug 2023 10:18
Tesserent's Shareholders To Vote on 18 Sept As FIRB Mulls Thales Offer
TNT is trading at a 4.0%/34.7% gross/annualised return. This is not a super liquid arb situation. and your downside is massive. If you are...
David Blennerhassett
Follow
335 Views
Share
bearish
•
Tesserent Ltd
•
13 Jun 2023 10:37
Tesserent (TNT AU)'s Offer From Thales
Trading at a 6.6% gross spread, but your downside is >60% if FIRB blocks. And this is not a super liquid arb situation. I'd pass on this given the...
David Blennerhassett
Follow
382 Views
Share
bullish
•
S&P BSE SENSEX Index
•
13 May 2023 00:52
Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
Vermilion Research
Follow
393 Views
Share
First
Previous
1
2
3
4
5
6
7
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.34.5
x