bullish
Last Week in Event SPACE: Benefit One, Hankook, Toyo Construction, Hanwha, Tsuruha, Livent/Allkem
732 Views24 Dec 2023 07:00
SUMMARY
- Stay long Benefit One (2412 JP). Dai-Ichi Life can pay more, if pushed on pricing. May not be huge, but it could be a few percent or even 10%.
- Hankook & Company (000240 KS)'s family feud goes public. The public tender looks set to fail. Coal in stockings all-round.
- If you had any Toyo Construction (1890 JP) left over from the rally up to ¥1,300+, get out. There may be a better opportunity later, but not here.
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Discussions
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