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bullish
REA Group Ltd
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StubWorld: News Corp/REA Group, Jafco/Nomura Research, Iljin Holdings/Iljin Electric, Sakata/SIIX
Looking at consensus numbers, the majority of forward growth is coming from REA, not the stub ops. From a NAV viewpoint, News Corp is trading rich. This looks like an unwind trade here.
Event-Driven
436 Views
19 Feb 2021 09:49
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David Blennerhassett
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