Last Week in Event SPACE: Chiyoda, Japan Post, BTS, JDI, Renault/Nissan, Nexon, Metro, Merlin, Melco
Last Week in Event SPACE ... The fact that Chiyoda Corp (6366 JP) finished the year with negative equity probably means the displacement of 20% of...
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StubWorld: A 2019 Review In Charts
A double-dose of StubWorld this week as I summarise the performance of a basket of Holdcos year-to-date. An index of the average NAV discount of a...
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Asia HY Trade Recommendations - June 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for June includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) with a 5.33% return on gross notional over roughly six months, equating to...
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SMC Pursues A Ready-Mixed Fortune With Holcim
First rumoured back in late January - although arguably the sale was in the cross-hairs after LafargeHolcim Ltd (LHN SW) divested Holcim Indonesia...
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