BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
Since our insight on 1st Pac last Sept., the stock has gained 33%. Company had solid 2024 results. MPIC, the undervalued Phil./Indonesia...
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PCOMP Index Rebalance Preview: MPI Delisting Could See Bloomberry Added
Following the tender offer, MPI's public float will drop to 2.78% and the last trading day is expected to be 26 Sep. Bloomberry Resorts could be...
956 Views
PCOMP Index Rebalance Preview: MPI Tender Offer Opens Up an Index Spot
The MPI tender offer and voluntary delisting could see Bloomberry Resorts added to the PCOMP. Passive trackers will need to buy a lot of stock and...
645 Views
Merger Arb Mondays (18 Sep) - Eoflow, Costa, Liontown, Pact, T&K Toka, IMAX, Poly Culture
This week, the highest gross spreads are 111 (35.6%), Eoflow (22.4%), Symbio (21.4%), Costa (19.0%), Orecorp (9.2%), Mason (9.0%), JSR (7.5%), ENM...
694 Views
Merger Arb Mondays (11 Sep) - Eoflow, Mason, Liontown, Newcrest, United Malt, OreCorp, MPI
This week, the highest gross spreads are 111 (39.7%), Costa (22.8%), Eoflow (18.3%), Symbio (17.3%), Mason (9.0%), Origin Energy (8.1%), JSR...
611 Views