Last Week in Event SPACE: Capitaland's REITs, Maeda, Huaneng Renew, Toshiba Machine, Samsung, Olam
Last Week in Event SPACE ... The Capitaland Mall Trust (CT SP) / Capitaland Commercial Trust (CCT SP) merger is DPU accretive to everyone (because...
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Last Week in Event SPACE: Metlifecare, Nuflare, Cocokara, Permata, Alibaba, Shimachu, Central Retail
Last Week in Event SPACE ... Metlifecare Ltd (MET NZ) trades tight to terms as its board and 42% of the register support EQT's revised...
518 Views
StubWorld: China Conch's Fully Priced Rump
This week in StubWorld ... The possible inclusion in the Hang Seng China Enterprises Index may account for China Conch Venture Holdings (586 HK)...
489 Views
Time to Get Defensive on Chinese Cement: Short CNBM/Long Anhui Conch
Chinese cement prices look vulnerable to a 1H20 correction of ~10% after jumping ~20% in 2H19 on supply constraints & temporary demand...
527 Views
Shanghai/​​​​​Shenzhen Connect Flows: $2.6 Bn Inflows Last Week, All Time High Northbound Holding
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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