Last Week in Event SPACE – Toshiba, JA Solar, Hyundai Merchant, Hochtief, ASE
Last week, the announced capital raising resurrects Toshiba Corp (6502 JP); minorities should exercise a "Shanda" on the JA Solar Holdings Co (JASO...
506 Views
Wharf's Spin-Off Presents an Opportunity in Wheelock
Wharf Holdings Ltd (4 HK) went ex-entitlement on the 16th of November and adjusted by HK$46.10 per share for Wharf Real Estate Investment (1997 HK)...
523 Views
Last Week in Event SPACE – Santos, Qualcomm, Wharf, Sina, AVIC
Last week, the future's a gas as Harbour Energy circles Santos Ltd (STO AU); proxies to take up the fight as Qualcomm Inc (QCOM US) predictably...
434 Views
Investment Properties in China Will Power Growth for Wharf, but Other Initiatives Unclear
We revise our rating for Wharf from narrow moat to no-moat due to the demerger. The firm spun off its moaty Hong Kong, or HK, investment property...
293 Views
StubWorld - Set-Up & Unwind Extremes: Wheelock, JCNC, Swire
This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...
361 Views