Global Special Situations

Charles Nave

Event-Driven

<p>PPB Group appears to be an obvious short at current levels.</p><p>The parent has remained completely flat despite a 20% fall in the share price of it's associate Wilmar International. &nbsp;This does not stack up and I believe it is only a matter of time until the markets become efficient and we see a collapse&nbsp;in the current 'premium' to NAV.</p>

PPB Group appears to be an obvious short at current levels.The parent has remained completely flat despite a 20% fall in the share price of it's associate Wilmar International. &nbsp;This does not stack up and I believe it is only a matter of time until the markets become efficient and we see a collapse&nbsp;in the current 'premium' to NAV.

PPB Group (PEP MK):   Something's Gotta Give......and Soon

Singapore

Wilmar International Ltd. is an agribusiness company. The Company is involved in oil palm cultivation, edible oils refining, oilseeds crushing, consumer pack edible oils processing and merchandising, specialty fats, oleochemicals and biodiesel manufacturing, and grains processing and merchandising. Wilmar also manufactures and distributes fertilizers and owns a fleet of vessels.

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Wilmar International (WIL SP)

PPB Group (PEP MK): Something's Gotta Give......and Soon

PPB Group appears to be an obvious short at current levels.The parent has remained completely flat despite a 20% fall in the share price of it's...

Charles Nave

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