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
- 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.