bullish
Last Week in Event SPACE: Tencent/Meituan, Halcyon Agri, Swire Pac, Perpetual/Pendal, OZ Minerals
404 Views20 Nov 2022 07:53
SUMMARY
- The in-specie distribution is basically a forward block sale of Meituan (3690 HK). You know it's coming. You don't know how large it is. It is not unlike a lockup situation.
- China Hainan Rubber Industry (601118 CH) will start with 36% in Halcyon Agri (HACL SP). Founders and friends have ~10%. Getting to 50%+ will be easy.
- The Swire Pacific (B) / Swire Pacific (A) ratio is near a 19-year low. The last time it dipped to 6% under its 3mo average, it bounced back in 4 weeks.
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