bullish
Last Week in Event SPACE: HK Southbound, Jardine Cycle, Keisei/Oriental Land, BHP/Anglo American
423 Views28 Apr 2024 07:00
SUMMARY
- The CSRC has announced five capital market cooperation measures for the Hong Kong Southbound Connect programs including RMB dual counters and REITs.
- Jardine Cycle & Carriage (JCNC SP)'s current implied stub value and simple ratio are both highly elevated.
- A simple Keisei Electric Railway Co (9009 JP)model says "this doesn't present me with enough upside to warrant it unless I am also really bullish Oriental Land (4661 JP)."
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