Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

This week in StubWorld ...
<ul>
<li>
<a href="https://www.smartkarma.com/entities/758" target="_blank" data-smartkarma-citation="entities:758:1">Great Eagle Holdings (41 HK)</a> is cheap, at an all-time low (outside the GFC) versus <a href="https://www.smartkarma.com/entities/759" target="_blank" data-smartkarma-citation="entities:759:1">Champion REIT (2778 HK)</a>, and should benefit from the 3Q19 pre-sale of a luxury development in Tai Po. Liquidity, or lack of it, is not helping. Nor is the family feud.</li>
</ul>
Preceding my comments on Great Eagle and other stubs are the weekly setup/unwind tables for Asia-Pacific Holdcos.
These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.

This week in StubWorld ...


Great Eagle Holdings (41 HK) is cheap, at an all-time low (outside the GFC) versus Champion REIT (2778 HK), and should benefit from the 3Q19 pre-sale of a luxury development in Tai Po. Liquidity, or lack of it, is not helping. Nor is the family feud.

Preceding my comments on Great Eagle and other stubs are the weekly setup/unwind tables for Asia-Pacific Holdcos.
These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed in percent - of at least 20%.

StubWorld: Great Eagle Tests Post-GFC Lows

South Korea

Seowon Co., Ltd. manufactures and markets brass products.  The Company melts, casts, and cuts brass to produce brass billets, brass ingots, and brass bars used in electronics, electrics, automobiles, machinery, and airplane parts. Seowon also provides brass processing services.

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Seowon Co Ltd (021050 KS)

StubWorld: Great Eagle Tests Post-GFC Lows

This week in StubWorld ... Great Eagle Holdings (41 HK) is cheap, at an all-time low (outside the GFC) versus Champion REIT (2778 HK), and should...

David Blennerhassett

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52-week Range

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