Closing Some Idea's
In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here. I will start doing that...
545 Views
Giordano’s VGO Lapses
The downside will be muted as the shares are trading in line with the 1-year average forward P/E, minorities thought the offer was low, and David...
521 Views
Giordano’s Acceptances Just Short of the 50% Voting Threshold; Offer Period Extended
The next few days will likely take the offeror over the 50% voting threshold. At last close and the HK$1.88 VGO price, the annualised spread for...
469 Views
Giordano’s Improving Outlook and Surprising Dividend Provide Deal-Break Support
The declining gross spread does not reflect an increased probability of an unconditional offer but Giordano’s rising intrinsic value, which is...
529 Views
Goldlion Holdings: Earnings Update [H1FY2017]
Goldlion reported results for the first half ended June 2017 which saw a 2% growth in revenue and a 22.3% decline in adjusted EPS. We would like to...
177 Views