Toshiba Corp (6502 JP)'s bidder list is out. It is Bain, Brookfield, JIP-JIC, and CVC. Overall, the impression of this pool of candidates is negative
Swire Pacific (A) (19 HK)is trading cheap at a look-through forward P/B of 0.26x compared to its five-year average of 0.38x, and the two-year average pre-Covid of 0.48x.
Soho China (410 HK)'s name was toxic after SAMR dinged Blackstone's deal. It is no less toxic now. Arguably the upside is greater than the downside. But on what timeframe?
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