Last Week In Event SPACE: Shibaura, HKBN, NWD, Yichang HEC

540 Views06 Jul 2025 06:20

SUMMARY

Given the METI extension on FEFTA review on Shibaura (6957 JP), risks are slightly higher. <¥5,900 was a good buy on an incremental basis. ¥5,970 is OK but not spectacular.
As expected (at least by me) - I Squared has withdrawn its Offer for HKBN Ltd (1310 HK).
Re: New World Development (17 HK), this "rescue package" announcement - ~HK$88.2bn - should come as no surprise, as the alternative situation (liquidation/bankruptcy) and the ensuing optics were not great.

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