bullish

SJM Holdings

Last Week In Event SPACE: SJM, Yashili, Cayman Headcount, ResApp, Honda Tsushin Kogyo

303 Views07 Aug 2022 07:34
SUMMARY
  • Participate in SJM Holdings (880 HK)'s Excess Application Auction, though one would need to bid for a fantastically large quantity of shares to get anything, because everyone else will
  • At a 11% gross spread to terms, and potential 4Q22 completion, Yashili(1230 HK) IS A CLEAR BUY. The world is a bit risk averse and it shows up in spreads.
  • The 'headcount test' for Cayman-incorporated companies failed to move with the times and address the fact that the majority of shares of Hong Kong-listed companies were held by HKSCC Nominees.
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