StubWorld - Set-Up & Unwind Extremes (16 Aug 2017)
This week I briefly look at recent bifurcations in Beijing Enterprises Hldgs (392 HK) and First Gen Corporation (FGEN PM), amongst others. These...
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EDC -Â The Squeeze Is On
Last week, Macquarie Infrastructure and GIC announced a partial offer at Php7.25/share for Energy Development Corp (EDC PM), for up to 47.5% of...
688 Views
FGEN:Â New Power Plants to Drive Growth
Relatively strong analyst recommendation, low price-to-sales, and strong stock price momentum relative to its sector The company plans to start...
368 Views
FGEN:Â Expanding Profitable Power in the Philippines
Low price-to-sales, relatively strong analyst recommendation, and strong stock price momentum relative to its sector FGEN is the number-three...
302 Views
FGEN PM - Avoid the deal given the tight spread and capacity execution risks
We would avoid the deal given: The deal doesn't score well on our Momentum-Adjusted Deal Stag Framework on Track record (has under-performed peers...
432 Views