bullish
Last Week in Event SPACE: Russia/Indices, Prosus, Virtus, Crown, Nexon, Hitachi Metals
496 Views06 Mar 2022 07:55
SUMMARY
- Major global indices have relegated Russia to the "standalone" and "unclassified" market status. Talk of significant flows into major non-Russia EM markets such as China, Taiwan, Korea, etc is misguided.
- Even if OLX and VK Group are written down to zero, the fall in Prosus (PRX NA)'s implied stub has overshot the mark
- The founder and former chairman and CEO of Nexon (3659 JP) has passed away. The estate may wish to sell Nexon shares, or its entire stake, at some point near-term.
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