In today’s briefing:
- StubWorld: Wilmar Gains Ahead Of Adani Wilmar IPO
StubWorld: Wilmar Gains Ahead Of Adani Wilmar IPO
- Wilmar International (WIL SP) is coming up “expensive” on my stub monitor, yet still trades at a material 65% discount to NAV.
- Preceding my comments on Wilmar are the weekly setup/unwind tables for Asia-Pacific Holdcos.
- These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold of at least 20%.
Before it’s here, it’s on Smartkarma
