bullish•Swire Pacific (B)•29 Jun 2023 10:43
Swire Coke Sale Special Div Impacts B/A Ratio
Swire Pacific announced the sale of its US Coca-Cola distribution business. That means cash inflow, improving the "quality" of the NAV, and there's...
bullish•Swire Pacific (A)•25 May 2023 12:46
StubWorld: Swire Drifts Lower As Cathay Faces Discrimination Claim
I prefer Pac here over Props, but it's not a high-conviction trade. Given the rebound, you could probably look to unwind a long Swire Pac (B) vs...
bullish•Swire Pacific (B)•28 Sep 2022 07:28
Swire B Vs A - Surprising on Regs, Surprising on Risk; Short-Tm Displacement Now in 99th Percentile
Swire B vs A over the last 20 years shows unsurprising reversal patterns. We're in the right zone now to be reasonably confident. The buyback is...
bullish•Swire Pacific (A)•29 Jun 2023 09:02
StubWorld: Swire Sells US Coke Ops To Parent
If the discount to NAV was warranted before this latest news, then Swire is a clear buy - there is no justification for assigning a similar...
bullish•Swire Pacific (B)•12 Aug 2022 16:51