Nintendo Co Ltd

Last Week in Event SPACE:  NTT, Link Admin, AGL, Mindtree/Larsen & Toubro, Sihuan Pharma

Event-Driven
302 Views, 15 May 2022 07:51
EXECUTIVE SUMMARY
  • The NTT (9432 JP) / NTT Data (9613 JP) transaction is a little complicated, but the end goal appears, like before, to push operating control below holdcos on the chain. 
  • Both Link Administration (LNK AU) and Dye & Durham tanked over the unfortunate timing of an ACCC delay and MAC disconnect - before a price recovery to close the week.
  • MCB says the AGL Energy Ltd (AGL AU) de-merger plan is bad, and now analysts say it is "underwhelming." Duh.  But the alternative? Underwhelming too, but less independent.
detail (13-minute read)
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David Blennerhassett
Pan-Asia Catalysts/Events
Quiddity Advisors
EquitiesEvent-Driven

HK Type 4 license through Ballingal Investment Advisors Ltd. I'm a highly experienced sell-side analyst with in excess... 

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