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Top 5%
David Blennerhassett
Pan-Asia Catalysts/Events
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Quiddity Advisors
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Location:
Hong Kong
Joined:
10 August 2016
2.6k
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bullish
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L'Occitane
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06 May 2024 13:44
L'Occitane (973 HK): The Rollover Option, And Alternate Listing Valuations
If you are an arbitrageur, I'd be buying here. If you a LO, at a 5.4% gross yield, hold for completion. If you are willing to hold unlisted scrip,...
David Blennerhassett
76 Views
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bullish
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Adbri
•
05 May 2024 07:05
Adbri (ABC AU): 12th June Shareholder Vote
This is done. Trading tight at a gross/annualised spread of 0.9%/6.1%. IF you are an arbitrageur, there's not a lot of juice here. IF you are a...
David Blennerhassett
222 Views
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bullish
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West Japan Railway Co
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05 May 2024 07:00
Last Week in Event SPACE: Aussie Tax-Loss Selling, Austal, West Japan Railway, PICC/PICC P&C
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
253 Views
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bullish
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L'Occitane
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04 May 2024 15:00
(Mostly) Asia-Pac M&A: L'Occitane, KFC Holdings Japan, CSR, Azure Minerals, CIMC, Chilled & Frozen
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
354 Views
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bullish
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People's Insurance (PICC)
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03 May 2024 10:22
StubWorld: Stay Long PICC (1339 HK)
People's Insurance (PICC) (1339 HK) has bounced off its lifetime low implied stub and simple ratio (PICC/PICC P&C (2328 HK)); but still trades...
David Blennerhassett
276 Views
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