Last Week in Event SPACE: Monex/NTT, PICC/PICC P&C, Vertex
580 Views08 Oct 2023 07:05
SUMMARY
- Monex (8698 JP) and Docomo announced an agreement. It is not clear ANY of this has to happen at prices favourable to minorities. But equally, it won't be egregiously bad.
- People's Insurance (PICC) (1339 HK)'s implied stub is at a lifetime low. The market is assigning HK$35.6bn less for its steady and profitable life/health insurance stub ops, year-to-date.
- JMDC (4483 JP) is a growth stock, growing organically. It is a rare enough thing. If you want to buy the back end, wait until it gets here.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
- Last Week In Event SPACE: Newcrest/Newmont, Keisei Electric, PCCW, Cosmo Energy, Leapmotor29 Oct 2023
- Last Week In Event SPACE: Shinko Electric Industries, MGM China, Decente, Sankei Real Estate,22 Oct 2023
- Last Week In Event SPACE: EOFlow, Fast Retailing, JMDC, Origin Energy15 Oct 2023
- Last Week in Event SPACE: Monex/NTT, PICC/PICC P&C, Vertex08 Oct 2023
- Last Week in Event SPACE: Toshiba, CK Infra/Power Assets, Rakuten Bank, Haitong Int'l Sec01 Oct 2023
- Last Week in Event SPACE: Newcrest/Newmont, PTT/PTTEP, Naspers/Prosus/Tencent, Itochu Techno24 Sep 2023
x