Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
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BHP Limited (BHP AU): DLC Reunification
BHP Plc shareholders will be entitled to receive one Ltd share for each Plc share they own. As night follows day, expect the spread between the two...
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Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
560 Views
Selected European Holdcos and DLCs: December Report
Interesting long/short situations are: premium of BHP AU vs. BLT LN is 24.6% , HEIO NA relative HEIA NA, 15.5% discount, Investor (13.5% discount...
435 Views
Credit Bureau Asia – SEA’s Leading Credit & Risk Information Solutions Provider – Lists on SGX
Credit Bureau Asia, the largest provider of credit bureau services within Singapore and the sole credit bureau in Cambodia and Myanmar, made...
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