bullish
Last Week in Event SPACE: JAFCO, Jardine Cycle, Softbank, Star Health
512 Views11 Dec 2022 07:40
SUMMARY
- In principle, Jafco Co Ltd (8595 JP) still wants to be greenmailed to get Murakami-san out.
- Jardine Cycle & Carriage (JCNC SP)i is expensive here - relative to historical values - and from an implied stub perspective. And the MSCI inclusion event has now passed.
- If you think this is a "risk", then you want to be long when the discount is wide and Softbank Group (9984 JP) is monetising assets in some way.
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