bullish
Last Week in Event SPACE: Rio Tinto, Ryohin Keikaku/Fast Retailing, WH Group, ThaiBev/F&N, PCCW
342 Views04 Aug 2024 07:00
SUMMARY
- At a time when the LSE has dumbed down the checks and balances for listed companies, now may be the right time to consider collapsing Rio Tinto (RIO AU)'s DLC.
- Re: Sep24 Nikkei 225 Rebal, long Ryohin Keikaku (7453 JP) vs. Fast Retailing (9983 JP), but this may not last. It has worked very well.
- Unless we see a significant (and sustainable) reversal in WH Group (288 HK)'s US/Mexican ops in the interim results, now hardly appears the opportune time for a Smithfield IPO.
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