Last Week in Event SPACE: SOHO China, Invesco Office, Iress, WH Group, PCCW
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
850 Views
Spark Infrastructure (SKI AU): KKR & OTPPB Pay Up
Assuming ~5 months to complete, this is trading at a gross/annualised return of 5%/12.6%. I don't expect any shareholders to oppose, and FIRB...
451 Views
Last Week in Event SPACE: Evergrande, Spark Infra, Naspers/Prosus, Boral, China Conch Ventures
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
582 Views
Spark Infra (SKI AU): KKR & OTPPB's Tilts Falls Short
This appears a full offer for Spark, especially noting greater regulatory oversight on expected returns. KKR/OTTB have deep pockets. But I'm...
447 Views
Last Week in Event SPACE: Toshiba, Altaba, Sanyo. APA, HAECO, Avichina
Last Week in Event SPACE ... Games of chicken in Altaba Inc (AABA US)'s tender offer A rational event investor should buy Toshiba Corp (6502 JP),...
464 Views