bullish
Last Week in Event SPACE: Hankyu Hanshin REIT, ENN Energy, Idemitsu, HKBN, Jardine Matheson
523 Views23 Mar 2025 06:30
SUMMARY
- Buy Hankyu Hanshin REIT, Inc. (8977 JP) on any weakness. There will be strength ahead.
- With ENN Energy (2688 HK) suspended pursuant to the Takeovers Code, a third party Offer, as opposed to ENN Group, seems more likely.
- Be long Idemitsu (5019 JP) vs ENEOS for the next several weeks. Light and easy drift trade based on pressure increasing and pressure ending before new news in May.
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