In today’s briefing:
- StubWorld: CK Infra Vs. Power Assets
StubWorld: CK Infra Vs. Power Assets
- Because of significant business overlap, CK Infrastructure Holdings (1038 HK) looks very similar to Power Assets Holdings (6 HK). And CKI is coming up cheap on my monitor versus PAH.
- Preceding my comments on CKI/PAH 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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