StubWorld - Set-Up/​Unwind Extremes: Japan Post, Wheelock (6 Sept 2017)
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP) and Wheelock & Co Ltd (20 HK).These...
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Great Eagle - Out of Place
Great Eagle Holdings Ltd (41 HK) ("GE")Â has recently disconnected with 65.5%-held Champion Reit (2778 HK), worth 81% of GE's market cap and ~48% of...
760 Views
Metropolitan Plaza Acquisition Seems Expensive Despite Reversion Opportunities
Link REIT has announced its acquisition of Metropolitan Plaza, a Guangzhou retail mall, for CNY 4.065 billion. This is the company’s third...
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Unit Price for Link REIT Capped in a Rising Interest Rate Environment
Ahead of the end of fiscal 2017, Link REIT completed the latest batch of asset disposal, consisting of five assets totaling HKD 3.6 billion, a...
283 Views
Wheelock – Evaluating Wharf's Proposed IP In-Specie
Wharf Holdings Ltd (4 HK) closed up 8.67% on Friday in response to comments from management at the FY16 results briefing as to a possible spin-off...
685 Views