bullish
Last Week in Event SPACE: Japan Post, Origin Energy, SATS, China Renaissance, Sembcorp Marine
425 Views26 Feb 2023 07:20
SUMMARY
- There is no good reason to buy Japan Post Bank (7182 JP)'s dip until the offering. It's unlikely to earn the ROE to deserve the PBR it has versus peers.
- Brookfield and EIG/MidOcean's revised NBIO will garner Origin Energy (ORG AU) board support; however, the terms are weird and unfair to investors holding fewer than 100k shares.
- SATS (SATS SP) rights offer is not actually a surprise. Not at all. Passive funds will exercise.
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