StubWorld: Holdcos Behaving Badly
My second dose of StubWorld for the week is essentially an exercise in illustrating (as is evident) the truly extraordinary moves over the past...
527 Views
Wheelock: A "Final" Offer That May Not Be Final
Following three trading sessions for Wheelock (20 HK) and Wharf Real Estate Investment (1997 HK) - and oddly, two for Wharf Holdings (4 HK) - since...
610 Views
Wharf Holdings & Wharf REIC - Collateral Damage of Wheelock Privatisation
On 27 February, Wheelock (20 HK) announced a proposal to privatise the company by distributing its equity holdings in Wharf Holdings (4 HK) and...
565 Views
Wheelock's Privatisation Offer
Wheelock (20 HK) has announced a privatisation Offer from Admiral Power (a wholly-owned vehicle of Peter Woo), by way of a Scheme, at an aggregate...
898 Views
Stock Short Ideas Within an Index Long Environment
Positioning is quickly shifting to more index net longs and we are on the hunt for stock shorts in Asia given the more bullish Q4 seasonality and...
459 Views