bullish
Last Week in Event SPACE: NTT, Frasers Hospitality, Genting/Macau, United Tractor, Arb Shockers
380 Views18 Sep 2022 07:53
SUMMARY
- NTT (9432 JP) results were better than Softbank Corp's and KDDI's. The good "drift trade" may still be to be long NTT vs a basket of KDDI and Softbank Corp.
- The Frasers Hospitality (FHT SP) Scheme failed. The non-vocal minority simply didn't show up. Maybe apathy. Maybe a holiday season. Maybe lack of premium paid encouraged people to not vote.
- In a surprise move, Genting Bhd (GENT MK)- or Genting Malaysia (GENM MK) - has joined the six incumbents in bidding for new casino licences in Macau.
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: Shinsei Bank, Jardine Cycle, Keppel Corp, Eagle Cement, Hitachi Transport09 Oct 2022
- Last Week in Event SPACE: Swire Pacific, SATS/WFS, Hitachi Metal, Jinke Smart, Porsche02 Oct 2022
- Last Week in Event SPACE: Toshiba, Oz Minerals, Link Admin, Sands China25 Sep 2022
- Last Week in Event SPACE: NTT, Frasers Hospitality, Genting/Macau, United Tractor, Arb Shockers18 Sep 2022
- Last Week in Event SPACE: SOHO China, Nikkei 225 Review, SK Chemicals, SingTel, Porsche, Tyro11 Sep 2022
- Last Week in Event SPACE: Toshiba, Swire Pacific, Ramsay Health, Pendal, Intouch28 Aug 2022
x