BHP Limited (BHP AU): DLC Reunification
BHP Plc shareholders will be entitled to receive one Ltd share for each Plc share they own. As night follows day, expect the spread between the two...
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Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
645 Views
Selected European Holdcos and DLCs: December Report
Interesting long/short situations are: premium of BHP AU vs. BLT LN is 24.6% , HEIO NA relative HEIA NA, 15.5% discount, Investor (13.5% discount...
487 Views
Credit Bureau Asia – SEA’s Leading Credit & Risk Information Solutions Provider – Lists on SGX
Credit Bureau Asia, the largest provider of credit bureau services within Singapore and the sole credit bureau in Cambodia and Myanmar, made...
929 Views
Selected European Holdcos and DLCs: November Report
Holding companies have reduced their discount to NAV during November. Kinnevik is trading at a premium to NAV. Interesting trades are GBL, and in...
350 Views