StubWorld - Set-Up & Unwind Extremes (27 July 2017)
This week I briefly look at recent bifurcations in Korea Circuit Co Ltd (007810 KS), Daewoong Co Ltd (003090 KS), Cheung Kong Infrastructure (1038...
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CK Infrastructure's Outlook Raised on Reduced Currency Headwinds; FVE up to HKD 76 on Cash Boost
We've raised Cheung Kong Infrastructure (1038 HK)'s fair value estimate to HKD 76 from HKD 69, given the cash boost of HKD 10.4 billion that the...
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Last Week, in Event SPACE (22 May 2017)
In this note, Abertis Infraestructuras SA (ABE SM) & Atlantia SpA (ATL IM) reverse roles in rekindling their connection; Japan Radio Co Ltd...
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Previously, in Event SPACE
This report revisits specific Smartkarma insights involving Stubs, Pairs, Arbitrage, share Classification and Events – or SPACE - in the past...
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SoC Return Reset to 8% from 9.99%, and CLP's FVE Lowered to HKD 64
We lower our fair value estimate for CLP to HKD 64 per share from HKD 70, following the decision by the government to cut the Scheme of Control, or...
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