TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) with a 5.33% return on gross notional over roughly six months, equating to...
525 Views
Last Week in Event SPACE: Huatai Securities, Hanjin Kal, Vocus, Cocokara, Ruralco, SKC, United Tech
Last Week in Event SPACE ... The Huatai Securities Co Ltd (A) (601688 CH) GDR is the one single trade that everyone is looking at. Death and taxes...
581 Views
(Mostly) Asia M&A: May 2019 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8.4bn. Clicking on the company name in...
723 Views
YTD Performances of Family Empire Plays on SGX
SGX lists at least 24 companies and two trusts associated with seven business empires run by some of Singapore’s richest...
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AGM Moya: Indonesian Water Story on Track to Grow in FY19; Trading at 1/3rd of Replacement Cost
On 26/4/19 I attended the Moya Holdings Asia (MHAL SP) AGM in Singapore. The AGM was attended by at least 60 shareholders who queried management on...
409 Views