Caltex Australia: Should You Buy Here?
The risk Alimentation Couche-Tard (ATD/A CN) would walk away from Caltex Australia (CTX AU) was ever-present in a post-COVID-19 world. It was,...
575 Views
Last Week in Event SPACE: Sing Air, Toshiba, Car Inc, Metlifecare, CP All/Tesco, Posco, 58.com
Last Week in Event SPACE ... Singapore Airlines (SIA SP) rights and rights MCBs represent trading opportunities, and they represent some weird...
495 Views
(Mostly) Asia M&A: March 2020 Roundup
For the month of March, 11 new deals were discussed on Smartkarma with an overall announced deal size of ~US$14bn. Clicking on the company name...
576 Views
Last Week in Event SPACE: Jardines, Keppel, Li & Fung, Unizo, National Storage, Metlifecare
Last Week in Event SPACE ... Setting up a long Jardine Strategic Hldgs (JS SP), short Jardine Matheson Holdings (JM SP) at 1.90x seemed...
556 Views
Last Week: CP All, SOHO China, Maeda Road, DP World, Unizo, Wheelock, Leyou
Last Week in Event SPACE ... The fact that CP All PCL (CPALL TB) won the bidding did not come as a complete surprise. The "loser" in this...
491 Views