In today’s briefing:
- The Brand Spanking New Extra Spiffy 🦄H/A-Share Discount/Premium Weekly (As of 11 Aug 2023)
- L’Occitane (973 HK): Board Updates on the Potential Offer Structure and Price
- Paradise: Boost from End of Ban of Chinese Group Tours to Korea Vs Inspire Resort Opening in Incheon
- Sapporo Clinical Laboratory Inc (TYO 9776)
The Brand Spanking New Extra Spiffy 🦄H/A-Share Discount/Premium Weekly (As of 11 Aug 2023)
- This is the Brand Spanking New and Extra Spiffy H/A-Share Discount/Premium Weekly designed to help investors see the relationships easily. We used to do it.
- We decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 19 Trade Recommendations.
- We hope this new version serves readers even better. Feedback is actively solicited to see if we can improve it from here.
L’Occitane (973 HK): Board Updates on the Potential Offer Structure and Price
- In response to media speculation, L’Occitane (973 HK) has clarified that Reinold Geiger, the Chairman and the largest shareholder, is contemplating a possible transaction through a voluntary general offer.
- However, the rumoured offer of HK$35 per share is false. Mr Geiger has confirmed that the potential offer price would be no less than HK$26.00 per share.
- The floor price of HK$26 is light and needs a bump (towards HK$30), particularly if Mr Geiger wants 95% of voting rights to exercise the right of compulsory acquisition (squeeze-out).
Paradise: Boost from End of Ban of Chinese Group Tours to Korea Vs Inspire Resort Opening in Incheon
- Paradise is one of the largest foreigners only casino operators in Korea which should benefit from the end of the ban of Chinese group tours to Korea.
- However, Paradise will face additional competition from the opening of the new Inspire Entertainment Resort in Incheon which is expected to open by the end of 2023.
- Paradise is likely to benefit from a combination of higher earnings and valuation multiples in the coming months.
Sapporo Clinical Laboratory Inc (TYO 9776)
- This is a quick profile of one of the many Japanese stocks that have caught my interest and are in my cheap Japanese basket.
- I’ll be doing more frequent short write ups on names in this basket over the coming months.
- Sapporo Clinical Laboratory is a $24m market cap operator of retail pharmacies and clinical testing facilities across Hokkaido, Japan.
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