HDC Stub Trade: Another Entry Point
HDC Holdco/Sub is now at -1.5σ on a 20D MA. Price ratio is reaching the 120D low. The concern over Holdco's sub dividend income seems to have been...
734 Views
Time to Stub Trade on HDC: Lowest σ in 120D & Sub's Strong 1Q Is Mainly Existing Biz
HDC sub (HDC-OP) had a strong quarter. But this was mostly existing business. Growth business isn't contributing much yet. That is, it is unlikely...
519 Views
Last Week in Event SPACE: MYOB, Lynas, Versum, Jardines
Last Week in Event SPACE ... Not a bad reward/risk as Manikay greenmails KKR's MYOB Group Ltd (MYO AU) offer. If the Malaysian government impasse...
466 Views
HDC Holdco Trade: Holdco Re-Rating Should Be Transferred to Sub, Time to Long Sub/Short Holdco
HDC Holdco and its major Sub HDC-OP are now at 247% of σ on a 20D MA for the first time since mid Nov last year. On a 120D, their current price...
494 Views
HDC Holdings Goes Activist on Samyang Foods
We have a really interesting and unusual situation in Korea right now with HDC Holdings (012630 KS) going activist on Samyang Foods (003230 KS)....
658 Views