Smartkarma Webinar | High-Conviction Ideas in Asian Infrastructure Stocks
In the next Smartkarma Webinar, we will be joined by Buyside Portfolio Manager Susanta Mazumdar who will discuss 5 key themes and 7 high-conviction...
726 Views
Bellamy Cowed Into Mengniu's Offer?
21 months and counting. That's how long Bellamy's Australia (BAL AU) has been waiting for approval from China's State Administration for Market...
796 Views
StubWorld: CK Infra/Power Assets, Amorepacific, JCNC
This week in StubWorld ... What's up with Ck Infrastructure Holdings (1038 HK) reducing its stake in Power Assets Holdings (6 HK)? Trading around...
904 Views
StubWorld: Matheson Unloads JLT, Unwind Takara
This week in StubWorld ... With the sale of Jardine Lloyd Thompson Group P (JLT LN) all but a done deal, how will Jardine Matheson Hldgs (JM...
641 Views
APA/CKI: ACCC Maybe, But FIRB Unlikely
The ACCC will release its decision on the APA Group (APA AU)/CKI Consortium proposal today. This may be a final decision or the release of a...
699 Views