bullish
Last Week in Event SPACE: China Mobile, Suzuki, Mapletree Merger, Bapcor, Toyota Industries/Motor
442 Views12 Feb 2022 23:55
SUMMARY
- The virtuous cycle of shareholder return commences as China Mobile (941 HK) starts buying its H-shares.
- Suzuki (7269 JP)'s implied stub is currently around its all-time low, as is the simple ratio. Maruti Suzuki (MSIL IN) remains steadfast in its support for hybrid vehicles. That's a liability.
- Quarz's intervention in Mapletree North Asia Commercial (MAGIC SP) is NOT surprising. They have some past experience complaining about Singaporean REIT mergers and other takeovers. But their analysis is surprising.
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