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...
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Croesus Retail Trust: Second Japan Based SREIT to Be Taken Private
Edge Markets reported that Blackstone was nearing a deal to buy out Croesus Retail Trust (CRT SP) after the company went into a trading halt on 27...
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Last Week, in Event SPACE (28 May 2017)
In this note... Korean Holdcos continued their exemplary outperformance YTD... IOF’s management platform grab may have finally run out of, well,...
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Belle Must Contend with Relentless Competitive Pressure from E-Commerce Upstarts.
We suggest shareholders vote in favor of Belle's privatization. The consideration price is HKD 6.3 per share, a 28% premium to our fair value...
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Privatization a Good Way Out of Belle Which Has Little Earnings Growth Prospects
We suggest shareholders vote in favor of the privatization of no-moat Belle. The consideration price of the privatization is HKD 6.3 per share, 20%...
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