Last Week in Event SPACE: Renault/Fiat, Tokyo Electron, Vocus, Sanyo Chem, Glow Energy, PCCW
Last Week in Event SPACE ... No mangalores, but it is difficult to understand how Jean-Dominique Senard would agree to an implied number which...
594 Views
TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
651 Views
Last Week in Event SPACE: Danamon, Kidman, Melco, Naspers, Anadarko, Scout24, Doosan
Last Week in Event SPACE ... There was a potential for a short-term fall in Bank Danamon Indonesia (BDMN IJ) based on a sell-down of part of the...
496 Views
StubWorld: Melco's Implied Stub At Multi-Year Low
This week in StubWorld ... Profit taking as the HSI touches YTD high and/or Melco Resort's buyback program - either way you slice it, Melco's...
562 Views
TRADE IDEA - First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
519 Views