bullish
Last Week in Event SPACE: Alps Logistics, L'Occitane, Hanon Systems, Perpetual Ltd
404 Views12 May 2024 07:00
SUMMARY
- KKR's Offer for Alps Logistics (9055 JP) is a knock-out price. HUGE MINORITY WIN. This trades a little wide because the "gap risk" is so large, but it's still safe.
- It's reasonable to expect the listing of various components of L'Occitane (973 HK) other than in HK, would (should) be hugely accretive; for those investors who can (or may) participate.
- Hankook Tire & Technology (161390 KS) seeks a controlling stake in Hanon Systems (018880 KS).
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