Paragon REIT (PGNREIT SP)'s Privatisation Offer
Looks pretty clean. A 7% premium to NAV and a roughly two-year high. If payment on or around late May, I'd pay up to S$0.97/share for a gross...
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China Shengmu (1432): China Modern Dairy Closes In On 50%
Trading at a 6.1% gross spread. This MGO will get up I'd be buying here - either for the arb (if you like illiquid arbs), or for the back-end on...
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China Shengmu (1432): Conditional MGO To Launch At Month-End
Trading at a 9.4% gross spread. I don't have a strong conviction on the back-end. Buy here - either for the arb (if you like illiquid arbs), or...
271 Views
HK Connect Flows Weekly (Apr 24th): China Mobile, CCB, ICBC, CNOOC, Pop Mart Intl, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for China Mobile, CCB, ICBC, CNOOC, Pop Mart Intl, Tencent.
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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