StubWorld: Melco's Implied Stub At Multi-Year Low
This week in StubWorld ... Profit taking as the HSI touches YTD high and/or Melco Resort's buyback program - either way you slice it, Melco's...
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TRADE IDEA - First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
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Studio City - Thoughts on Lock-Up Expiry
Studio City, a spin-off by MLCO US, was listed on October 18th, 2018 and its lock-up will expire next week on April 16th. The company raised USD...
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Last Week in Event SPACE: Altaba, Nexon, MYOB, Panalpina, Ezion, Naspers, Melco
Last Week in Event SPACE ... Here it is. The end - the culmination of years of effort and high balance sheet usage by hedge funds. Altaba Inc...
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Summit Ascent's Slippery Slope
Back in September 2017, Lawrence Ho, Summit Ascent Holdings (102 HK)'s major shareholder, reduced his stake to 18.75% from 27.06% (at between...
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