In today’s briefing:
- Last Week in Event SPACE: James Hardie/Azek, China’s Maritime/Shipping Sectors, CK Hutch, HKBN
Last Week in Event SPACE: James Hardie/Azek, China’s Maritime/Shipping Sectors, CK Hutch, HKBN
- James Hardie (JHX AU)‘s merger with Azek (AZEK US) isn’t inherently a “bad” deal; but arguably risky and expensive. Yet JHX is down a massive 23% on the news.
- The Biden Administration’s USTR Report (bad data/analytics) was a disaster. But true to form, if it allows the USG to stomp on China, Trump is going to take it.
- The irony is that CKH (1 HK)‘s Panama-port sale was probably prompted, at least in part, by a desire to get out of a situation which was becoming increasingly political.
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