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...
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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
Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
5.9k Views