StubWorld: A 2018 Review In Charts
This week in StubWorld ... The average NAV discount of a basket of 40 Holdcos steadily, and not altogether unsurprisingly, widened throughout the...
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StubWorld: A Year-To-Date Review in Charts
This week in StubWorld ... Drawn from a basket of 40 Holdcos, the average NAV discount steadily widened in the first half of the year. Passive,...
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Rusal (HK) At 30% Discount to Moscow Line BUT…
On 23 March 2015, the shares of United Co Rusal Plc (486 HK) were admitted to listing on PJSC Moscow Exchange MICEX ("Moscow Exchange"). The...
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Energy Drives Commodity Price Gains in May
PRICE FORECAST CHANGES - RAISING COAL; CUTTING GOLD:We raise our annual average Coal (COAL COMDTY) price forecasts by 10% after strong price gains...
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Last Week in Event SPACE: Samsung Biologics, Shire, Lotte, Mitula, JSW, Nisshinbo
Last Week in Event SPACE ... In what is probably the secondmost interesting arb in the world, the attractive trade may simply be to go long LIFULL...
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