In today’s briefing:
- StubWorld: Wilmar’s All-Time High Implied Stub As Yihai Kerry Touches New Lows
- 10 in 10 with OEL (Holdings) – Entering the MedTech Sector
StubWorld: Wilmar’s All-Time High Implied Stub As Yihai Kerry Touches New Lows
- Wilmar International (WIL SP)‘s current implied stub and simple ratio (Wilmar/Yihai Kerry Arawana Holdings C (300999 CH)) are both at all-time highs.
- Preceding my comments on Wilmar are the current setup/unwind tables for Asia-Pacific Holdcos.
- These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation >20%.
10 in 10 with OEL (Holdings) – Entering the MedTech Sector
10 in 10 with OEL (Holdings) – Entering the MedTech Sector
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