DMFR Shorts - Orient Overseas International Limited (316 HK) The Bride-To-Be Has Found Its Suitor
OOIL acquisition: Cosco Shipping Holdings Ltd (Cosco) and Shanghai International Port Group (SIPG) jointly announced the acquisition of Orient...
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StubWorld - Set-Up & Unwind Extremes (10 July 2017)
Following my framework insight on ~650 parent vs. holding relationships, I will construct a weekly table highlighting those relationships or stubs...
327 Views
Closing Evergreen / EVA Airways Long-Short Pair Trade Idea After Evergreen Exceeds Our Target Price
We're closing out our Long Evergreen Marine Corp Ltd (2603 TT) / Short Eva Airways Corp (2618 TT) pair trade idea as Evergreen has surpassed our...
195 Views
Orient Overseas International Ltd (316 HK) - Has the Suitor Been Found for the Perfect Bride-To-Be ?
Orient Overseas International Limited (316 HK) - Has the suitor been found for the perfect bride-to-be ?Key Takeaway: If the deal were to take...
223 Views
Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
147 Views