StubWorld - Set-Up & Unwind Extremes: AVIC, Macau Plays, Guoco, Hang Lung
This week I briefly look at: Avic International Holdings Ltd (161 HK) after 69.7%-held subsidiary (post the IPO) Shennan Circuits Co Ltd (002916...
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StubWorld - Set-Up & Unwind Extremes: Dah Sing, Japan Post, Sembcorp
This week I briefly look at bifurcations in Dah Sing Financial Holdings (440 HK), as the discount further widens since paying the special dividend;...
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StubWorld - Set-Up & Unwind Extremes: Hang Lung, Swire, AVIC
This week I briefly look at bifurcations in Hang Lung Group Ltd (10 HK), whose clean NAV just got a little cleaner; Swire Pacific Ltd Cl A (19 HK)...
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AVIC - Let's All Go To The Yard Sale
Ongoing restructuring and events suggest it is too early to call time on Avic International Holdings Ltd (161 HK), despite a 116% gain since the...
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Last Week in Event SPACE - Alpine, Kuroda, CNBM, Fuji Kiko, AVIC
Last week, Oasis agitates Alps Electric Co Ltd (6770 JP) to bump its offer for Alpine Electronics Inc (6816 JP); MBK's funky two-step for Kuroda...
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