BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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Last Week in Event SPACE: Samsung, Hyundai, Sirtex, BWX, Genting
Last Week in Event SPACE ... How the Lee family may reshuffle various interests in Samsung Electronics Co Ltd (005930 KS) A win for minorities as...
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Santos Standing on Its Own Again as Harbour Shown the Door. FVE Down 6% to AUD 6.30
No sooner has Harbour Energy’s revised formalised AUD 7.00 bid been tabled and Santos gives it short shrift. Some may say it’s a brave move, and a...
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Inpex Already Double the Budget for the Ichthys Project - Can It Be Higher?
Complexity of the Ichthys Project Justifies Project DelayInpex Corp (1605 JP)’s Ichthys LNG project in Western Australia is Japan’s largest...
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Harbour Increases Bid by 5% to AUD 7.00 Per Share if Santos Hedges More Oil-Linked Production
Santos has received an upwardly revised binding offer from Harbour Energy of USD 5.21 (AUD 6.95) per share versus USD 4.98 per share prior. While...
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