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Relative Value: HoldCos and Stubs
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Relative Value: HoldCos and Stubs
Weekly setup/unwind ideas among holdcos
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bearish
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Korea Zinc
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28 Oct 2024 10:51
StubWorld: Korea Zinc's Public Tender & Expected EGM
YPP is "cheap" on a implied stub angle; however YPP is no longer in play. KZ gained a staggering 46% after the close of Choi/Bain's tender offer. I...
David Blennerhassett
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312 Views
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bearish
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China Conch Venture Holdings
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09 Oct 2024 11:49
StubWorld: Both CCV (586 HK) And Anhui Conch Come Off The Boil
I'm disinclined to set up the stub here. CCV's share price movement remains tethered to Anhui Conch. And I don't believe China's real estate...
David Blennerhassett
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273 Views
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bullish
•
Swire Pacific (A)
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19 Sep 2024 11:37
StubWorld: Swire Trading "Cheap" As Cathay Squares Government Debt
Swire Pacific (19 HK) is coming up "cheap" on my monitor vs. Swire Properties (1972 HK) and Cathay Pacific (293 HK), after Cathay settles its Hong...
David Blennerhassett
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337 Views
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bullish
•
Korea Zinc
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13 Sep 2024 11:28
StubWorld: Young Poong & MBK Jostle For Control Of Korea Zinc (010130 KS)
YP, Korea Zinc and YPP are in play. At a 85% discount to NAV, with the stake in KZ accounting for 524% of market cap, YP would be my bet, but...
David Blennerhassett
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534 Views
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bullish
•
Hanwha Corporation
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23 Aug 2024 10:07
StubWorld: More Partial Offers In The Hanwha Group Complex
Buy Hanwha Galleria at the current price of ₩1,507/share, as I type. Separately, Hanwha Corp is still trading cheap. Expect another Kim family-led...
David Blennerhassett
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468 Views
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