Last Week in Event SPACE: Singapore Air, Softbank, DP World, Hitachi Chem, Naspers/Tencent, Renault
Last Week in EventĀ SPACEĀ ... Singapore Airlines (SIA SP) announces a substantial rights/MCB issue. If you are an arb, look to own the borrow....
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The Privatisation Of Hong Kong Godfathers
The privatization of Hopewell Holdings (54 HK) (discussed in Hopewell's Egregiously Bad Offer, But What Can You Do?) was somewhat of a sea change...
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StubWorld: 2019, In Charts
A double-dose of StubWorld this week, in one insight, as I summarise the performance of a basket of Holdcos year-to-date; and a quick summary of...
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Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
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StubWorld: Mandarin in Jardine's Cross-Hairs? Hang Lung & PCCW At All-Time Lows - Again
This week in StubWorld ... Media reports of a possible privatisation of Mandarin Oriental Intl (MAND SP) by way of Jardine Strategic Hldgs (JS SP)...
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