Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

This week I briefly look at recent (and ongoing) bifurcations in <a href="https://www.smartkarma.com/entities/15778" target="_blank" data-smartkarma-citation="entities:15778:1">Pasona Group Inc (2168 JP)</a>, <a href="https://www.smartkarma.com/entities/395" target="_blank" data-smartkarma-citation="entities:395:1">SK Telecom (017670 KS)</a>, <a href="https://www.smartkarma.com/entities/19943" target="_blank" data-smartkarma-citation="entities:19943:1">China Conch Venture Holdings Ltd (586 HK)</a>, <a href="https://www.smartkarma.com/entities/5290" target="_blank" data-smartkarma-citation="entities:5290:1">Guoco Group Ltd (53 HK)</a>, amongst others.These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed as a % - of at least 20%.A detailed NAV for a number of these parent/holding relationships highlighted can be found in our <a href="https://www.smartkarma.com/tools/holdcos" target="_blank">holdco monitor</a>.(Market cap and liquidity noted below are in US$. Liquidity is assessed on a 3-month average)

This week I briefly look at recent (and ongoing) bifurcations in Pasona Group Inc (2168 JP), SK Telecom (017670 KS), China Conch Venture Holdings Ltd (586 HK), Guoco Group Ltd (53 HK), amongst others.These relationships trade with a minimum liquidity threshold of US$1mn on a 90-day moving average, and a % market capitalisation threshold - the $ value of the holding/opco held, over the parent’s market capitalisation, expressed as a % - of at least 20%.A detailed NAV for a number of these parent/holding relationships highlighted can be found in our holdco monitor.(Market cap and liquidity noted below are in US$. Liquidity is assessed on a 3-month average)

StubWorld - Set-Up & Unwind Extremes: Pasona, SK Telecom, China Conch, Guoco

Japan

Pasona Group Inc. manages companies that provide placement and staffing services for clients in the information technology sector.

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Pasona Group (2168 JP)

StubWorld - Set-Up & Unwind Extremes: Pasona, SK Telecom, China Conch, Guoco

This week I briefly look at recent (and ongoing) bifurcations in Pasona Group Inc (2168 JP), SK Telecom (017670 KS), China Conch Venture Holdings...

David Blennerhassett

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)