In today’s briefing:
- StubWorld: CPALL Trading “Cheap” To MAKRO
StubWorld: CPALL Trading “Cheap” To MAKRO
- 7-11 play CP ALL PCL (CPALL TB) is coming up “cheap” on my monitor versus cash & carry subsidiary Siam Makro Public (MAKRO TB).
- Preceding my comments on CPALL/MAKRO 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%.
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