StubWorld: Kingsoft's Imminent Spin-Off
This week in StubWorld ... Kingsoft Corp (3888 HK)'s 50.3%-held Kingsoft Cloud (KC US) will shortly set the offer price for its...
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Link REIT: Options Amidst Retail Pain
Link REIT (823 HK), Hong Kong's largest listed REIT, has not avoided the uncertainties generated by COVID-19. Its current P/B of 0.75x compares to...
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Last Week in Event SPACE: Singapore Air, Softbank, DP World, Hitachi Chem, Naspers/Tencent, Renault
Last Week in Event SPACE ... 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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Shorts Target Hong Kong Real Estate
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 March 2020.Total short...
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