Last Week in Event SPACE: Keppel, Aussie Unity, Jardines, Delphi, Hong Kong's WVRs, Ingenico
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is still trading cheap to its index and earning comps. It is trading relatively cheap...
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PCC Concludes Merger-To-Monopoly In Holcim/San Miguel Tie-Up
Back on the 9 May last year, San Miguel (SMC PM) and LafargeHolcim Ltd (LHN SW) entered into a share purchase agreement whereby SMC (via...
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SCCC: Dividend Play
We initiate coverage of SCCC with a BUY rating and a 2020E target price of Bt229.0, derived from 17.7x PE’20E, which is its 3-year trading average...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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StubWorld: Extreme Bifurcations in Orion Holdings And JCNC
This week in StubWorld ... For what is essentially a simple single stock Holdco structure, Orion Holdings (001800 KS)'s near-on 60% discount to...
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