Last Week in Event SPACE (13 August 2017)
Wharf Holdings Ltd (4 HK) vacillated after announcing its IP spin-off is at an advanced stage; industry heavy weights inject welcome-support...
392 Views
PCCW - Investment by Temasek, Hony, and Foxconn into OTT Business May Turn Stub Sentiment Positive
Since our previous insight, PCCW - Armed with a Warchest, There Is a Potential for Stub Re-Rate , PCCW's NAV has widened further. However, on 10th...
370 Views
StubWorld - Set-Up & Unwind Extremes (27 July 2017)
This week I briefly look at recent bifurcations in Korea Circuit Co Ltd (007810 KS), Daewoong Co Ltd (003090 KS), Cheung Kong Infrastructure (1038...
456 Views
Belle International – Registering Changes
Last Friday, Belle International Holdings Limited (1880 HK)updated the market on the withdrawal of 540mn shares (6.4% of issued securities) from...
506 Views
Last Week, in Event SPACE (24 June 2017)
In this note, CWT Ltd (CWT SP)’s deal completion probability slides on HNA Group's alleged oversight; PCCW Ltd (8 HK)’s net cash stub looks...
453 Views