Global Special Situations

Charles Nave

Event-Driven

<p>PPB Group appears to be an obvious short at current levels.</p><p>The parent has remained completely flat despite a 20% fall in the share price of it's associate Wilmar International. &nbsp;This does not stack up and I believe it is only a matter of time until the markets become efficient and we see a collapse&nbsp;in the current 'premium' to NAV.</p>

PPB Group appears to be an obvious short at current levels.The parent has remained completely flat despite a 20% fall in the share price of it's associate Wilmar International. &nbsp;This does not stack up and I believe it is only a matter of time until the markets become efficient and we see a collapse&nbsp;in the current 'premium' to NAV.

PPB Group (PEP MK):   Something's Gotta Give......and Soon

Malaysia

PPB Group Berhad is an investment holding company. The Company operations include grains trading, flour and animal feed milling industry as well as downstream activities including livestock farming, food processing and consumer products distribution with primary focus in Indonesia, Malaysia, China, India and Europe.

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Ppb Group (PEP MK)

PPB Group (PEP MK): Something's Gotta Give......and Soon

PPB Group appears to be an obvious short at current levels.The parent has remained completely flat despite a 20% fall in the share price of it's...

Charles Nave

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