Indofood (ICBP IJ) - Big Daddy of Branded Food in Indonesia; Proxy for Consumer Food Spend
Indofood Cbp Sukses Makmur T (ICBP IJ) is the largest packaged food producer in Indonesia with a wide portfolio of brands across food categories....
776 Views
TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) with a 5.33% return on gross notional over roughly six months, equating to...
699 Views
TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
847 Views
GrainCorp: LTAP Pulls the Plug
On Monday night, Long Term Asset Partners (LTAP) abandoned its proposed acquisition of Graincorp Ltd A (GNC AU). As a reminder on 3 December 2018,...
970 Views
TRADE IDEA - First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
695 Views