bullish
Last Week in Event SPACE: Honda, Shanghai Henlius, Exedy, Arcadium Lithium
587 Views28 Dec 2024 22:45
SUMMARY
- Honda (7267 JP) announced a HUGE ¥1.1trln buyback. At ~¥1500/share, this would increase EPS by 17+%. Buy the shares in the low ¥1,400s. Expect this to be a range trade.
- Shanghai Henlius Biotech (2696 HK)'s Circular is now out. Hoome straight and done deal.
- Murakami-San has started selling Exedy Corp (7278 JP), earlier than expected. Best to get out first, ask questions later.
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