Daily BriefsUtilities Sector

Daily Brief Utilities: CK Infrastructure Holdings and more

In today’s briefing:

  • Last Week in Event SPACE: Aussie Tax Loss Basket, CK Infra, JTower, Porsche


Last Week in Event SPACE: Aussie Tax Loss Basket, CK Infra, JTower, Porsche

By David Blennerhassett

  • The Aussie Tax-Loss Selling Baskets worked very well on the sell side from 30 April through end-June 2024. What now?  Unwind.
  • CK Infrastructure Holdings (1038 HK) has now submitted an application for a secondary listing, not a dual-primary listing, on the London stock exchange. Admission expected on the 19th August. 
  • The right trade is to buy JTower (4485 JP) below terms. The really right trade is to already be an owner. IF you’re an arbitrageur, you know what to do.

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