Closing GLP / China Merchants Ports Holdings Long-Short Pair Trade Idea on Positive GLP Deal News
We are closing our suggested Long Global Logistic Properties Ltd (GLP SP) / Short China Merchants Port Holdings Company Ltd. (144 HK) pair trade...
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Latest FT Report, If Accurate, Could Further Undermine GLP Bidding Process
Since Global Logistic Properties Ltd (GLP SP) announced a Strategic Review in December, we've steadfastly maintained that a) the most likely...
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China Vanke: Overhang Cleared, Placement Follows
One of China Vanke Co Ltd (H) (2202 HK)'s shareholder is selling US$260m shares after market close today. In our insight, we will look at the...
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Last Week, in Event SPACE (1 July 2017)
In this note, we look at the farrago of issues encircling Toshiba Corp (6502 JP); the pointy end on Global Logistic Properties Ltd (GLP SP) at the...
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Thoughts on Global Logistic Properties as Final Bids Prepared; Fewer Bidders Not a Good Thing
The objectives of writing this piece are to recap Friday's reports of bidders for Global Logistic Properties Ltd (GLP SP) dropping out of the...
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