Cheung Kong Infrastructure's Sell-Down on Rising Rate Concerns Overdone
In our view, Cheung Kong Infrastructure Holdings' 10% share price drop in the quarter to date, stemming from the rising interest rate, is likely...
305 Views
National Grid Looks for Gas Transmission Deal Before Christmas
National Grid is expecting a definitive agreement for the disposal of its natural gas transmission and distribution network to be signed before...
255 Views
Smartkarma - Special Situations Weekly Update (12 December 2016)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
465 Views
CKI Holdings' Bid for Australia's Duet Group, Value Would Have to Come from Cheaper Debt
Given our fair value estimate for the Duet Group of AUD 2.10 per share and Cheung Kong Infrastructure Holdings’, or CKI's, takeover bid is at AUD...
358 Views
CKI Makes Surprise Nonbinding Takeover Proposal for Duet at AUD 3.00 Per Security
No-moat Duet Group received an unsolicited non binding indicative takeover proposal of AUD 3.00 per security in cash from Hong Kong-based Cheung...
313 Views