PCCW (8 HK): Possible MSCI Deletion
PCCW appears to be fully priced at 2+STD on a NAV discount. I would look to unwind here if already in, and look to reverse the stub - Short PCCW,...
786 Views
Beijing Jingneng (579 HK): Doc Out. IFA Says Fair & Reasonable
Currently trading at a gross/annualised spread of 6.3%/38.1%, assuming payment on the 10 March. The tendering condition is the key risk. However,...
983 Views
Beijing Jingneng (579 HK): Privatisation Offer From Parent
Currently trading at a gross/annualised spread of 7.6%/18.9%, assuming the transaction takes five and a half months to complete. This appears a...
697 Views
PCCW: Partial Offer To Lift Li Above 30%
For the 1H20, PCCW Ltd (8 HK)'s revenue and EBITDA increased by 2% each to HK$18.281bn and HK$5.4bn, respectively. Net loss to shareholders was...
927 Views
Last Week In Event SPACE: FamilyMart, Sina, Line Corp, Metlifecare, Accordia Golf, Jingjeng, O-Net
Last Week in Event SPACE ... Interestingly, the impact of FamilyMart Co Ltd (8028 JP)'s shareholder dynamic on price may not be what "smart"...
693 Views