Fairfax India Holdings: Major Value Unlock Via BIAL IPO
FIH is not expensive. The current P/B of 0.6x compares to its five-year average of 0.8x. The two-year average pre-Covid was 1.06x. FIH is not...
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Singapore Residential Property
Jefferies strategist Chris Wood made an interesting comment in his 4Q21 Asia Maxima report. He expressed a bullish view on Singaporean residential...
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CapitaLand Restructuring - CLIM Should Have Been a Pure Fee Business
On 22nd Mar 2021, Capitaland (CAPL SP) announced a strategic restructuring of CAPL and listing of CLIM. Having looked at the company in a prior...
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Last Week in Event SPACE: Leyou, FamilyMart, Softbank, Ootoya, Bank Permata, Naspers, Haw Par/UIC
Last Week in Event SPACE ... The offer for Leyou Technologies (1089 HK) from Tencent Holdings (700 HK) is a done deal, but trading wide-ish on...
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Haw Par: Trading Cheap; Beneficiary From A UOL/UIC Restructuring
United Industrial Corp (UIC SP) is a S$3bn leading real estate company, with an investment portfolio spanning commercial & residential...
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