bullish

Tencent

Last Week in Event SPACE: ANZ/​Suncorp, JCNC, Adani, Khan Bank/HS Holdings, Hong Kong Buybacks

483 Views09 Apr 2023 11:07
SUMMARY
  • In a dealbreak, ANZ (ANZ AU) will either have enough capital in a downturn or excess capital it could use to buy back stock. If behavioural remedies, SunCorp is cheaper.
  • Jardine Cycle & Carriage (JCNC SP)'s implied stub value is around its highest-ever level, dating back to 2004.
  • There is no good reason to be long Adani names, even if GQG is up 25% on his money so far.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
x