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bullish
Last Week in Event SPACE: Keisei Electric Railway, Vitasoy, NEC Network, ESR Group
527 Views30 Nov 2024 22:30
SUMMARY
- Remain BULLISH Keisei Electric Railway Co (9009 JP) with low conviction. This is buying on narrative rather than fundamentals but there is no need to not get involved.
- Vitasoy Intl Holdings (345 HK)'s share price run up is excessive as Philip Ng andYeo Hiap Seng (YHS SP) over-extend their hand.
- Nec Networks (1973 JP) has yet to trade below terms. The premium is small, perhaps reflecting the risk NEC will lower the minimum threshold. But there is still a fight here.
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