Last Week In Event SPACE: Mitsubishi Pencil, China Resources Power, CK Hutchison, Guoco

222 Views10 May 2026 06:10

SUMMARY

Despite Mitsubishi Pencil (7976 JP)'s shoicking governance, unless you are willing to fight it in court (and probably lose), the right thing to do here is buy on weakness.
Assuming China Resources Power (836 HK)'s A-share listing of its renewable energy unit unfolds, there remains material upside here.
Perhaps CK Hutchison (1 HK) now views the (required) high forward spending on VodafoneThree to secure this "golden ticket" no longer makes commercial sense

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