bullish
Last Week In Event SPACE: Newcrest/Newmont, Keisei Electric, PCCW, Cosmo Energy, Leapmotor
486 Views29 Oct 2023 07:05
SUMMARY
- Recent underperformance of Newmont Mining (NEM US) vs Peers appears to be part of a "perfect storm".
- PCCW Ltd (8 HK) has an attractive yield on its side; and Richard Li has been buying. But a 6% premium to NAV is unsustainable for this holding company structure.
- Palliser Capital's straightforward request is for a 35% reduction in Keisei Electric Railway Co (9009 JP)'s Oriental Land (4661 JP) holding reflects a strategic urgency.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Last Week in Event SPACE: Zhejiang, Pasona, ENN Energy, Asahi Group, Azure Minerals19 Nov 2023
- Last Week in Event SPACE: Korea's Short Selling, Hollysys, Sankyo, Descente12 Nov 2023
- Last Week in Event SPACE: Hokuhoku, Origin Energy, KDDI, BoJ05 Nov 2023
- Last Week In Event SPACE: Shinko Electric Industries, MGM China, Decente, Sankei Real Estate,22 Oct 2023
- Last Week In Event SPACE: EOFlow, Fast Retailing, JMDC, Origin Energy15 Oct 2023
x