SoC Return Reset to 8% from 9.99%, and CLP's FVE Lowered to HKD 64
We lower our fair value estimate for CLP to HKD 64 per share from HKD 70, following the decision by the government to cut the Scheme of Control, or...
448 Views
Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
423 Views
Cheung Kong Group Confirms Joint Bid for Duet Group, Our Fair Value Estimate Unchanged For Now
As expected, Cheung Kong Infrastructure (1038 HK) , or CKI, and Power Assets Holdings Ltd (6 HK), or PAH, will be jointly bidding for Australian...
343 Views
Duet Recommends Formal Bid; FVE Lifted to AUD 2.80
Following due diligence, Cheung Kong Infrastructure, or CKI, and its related entities made a formal takeover offer for Duet Group at AUD 3.03 per...
355 Views
Duet Recommends Offer from CKP, CKI and PAH
DUE’s board has unanimously recommended the acquisition proposal for by CK consortium by way of scheme of arrangement and a trust scheme (the...
502 Views