bullish

Tencent

Last Week in Event SPACE: ANZ/​Suncorp, JCNC, Adani, Khan Bank/HS Holdings, Hong Kong Buybacks

460 Views09 Apr 2023 11:07
SUMMARY
  • In a dealbreak, ANZ (ANZ AU) will either have enough capital in a downturn or excess capital it could use to buy back stock. If behavioural remedies, SunCorp is cheaper.
  • Jardine Cycle & Carriage (JCNC SP)'s implied stub value is around its highest-ever level, dating back to 2004.
  • There is no good reason to be long Adani names, even if GQG is up 25% on his money so far.
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