Global investor. I publish in-depth research on under-the-radar stocks and special situations. https://xitter.twitterapi.xyz/t.co/gSuNfoKeyR | https://xitter.twitterapi.xyz/t.co/4I0vL2hgLj
Austin, TX
Joined May 2018
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Free issue. Check it out
Special Situations Digest #40 is live, and this week's issue is 100% free.
821 special situations across 36 global markets from the past week:
• 289 M&A deals & tender offers
• 97 buybacks & special dividends
• 92 divestitures & carve-outs
• 60 activist campaigns
• 48 strategic reviews
• 22 spin-offs
Plus: a Deal Spread Monitor tracking 117 live M&A spreads, and the full Excel & PDF downloads.
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This one is free, check it out!
Special Situations Digest #40 is live, and this week's issue is 100% free.
821 special situations across 36 global markets from the past week:
• 289 M&A deals & tender offers
• 97 buybacks & special dividends
• 92 divestitures & carve-outs
• 60 activist campaigns
• 48 strategic reviews
• 22 spin-offs
Plus: a Deal Spread Monitor tracking 117 live M&A spreads, and the full Excel & PDF downloads.
Terton doing a great job pushing for minorities at Golfzon
We made public a presentation and press release in regard to Golfzon Holdings and the Golfzon County sale process.
golfzonfairvalue.com/#materi…
We have four demands for Golfzon Holdings:
1. Accept the Golfzon County sale
2. Tender for the minority shares at fair value
3. Or distribute the cash to all shareholders
4. Disclose what the Board knew
The Golfzon County sale, once completed, should bring in significant cash to the Company. We will continue to do what it takes to ensure that minority shareholders receive fair value.
Good list to look for ideas in Korea
Korea Exchange just published its inaugural "name and shame" list of 151 chronic low-PBR companies (96 KOSPI, 55 KOSDAQ).
These stocks will now carry a mandatory "Low PBR" warning tag across all retail HTS/MTS trading systems through May.
Key takeaways from the list:
1. The Bottom Multiples: SUN&L sits at 0.06x P/E, followed by Aptocrom (0.07x) and Ocean In W (0.09x).
2. Chaebol Affiliates Caught: 41 affiliates across 29 major conglomerates made the cut. Lotte Group was hit hardest with Lotte Hi-Mart (0.15x), Lotte Shopping (0.17x), and Lotte Chemical (0.18x).
3. Large-Cap Heavyweights Included: E-Mart (0.15x), Hyundai Steel (0.19x), KCC (0.20x), and Hanwha Life (0.27x).
4. Sector Concentration: 148 of the 151 names trade under 0.5x book, with an overall average of just 0.25x.
5. Korea’s "Corporate Value-up" push is transitioning from voluntary guidelines to active regulatory shaming.
Full 151-stock table grouped by sector in the reply below 👇
Good article on $LUXE, one of the best-positioned in luxury right now, catering to high-end clients in the US/Europe, with almost no exposure to China or tourism.
$LUXE “shoppers who spend around $50,000 a year…has shielded its businesses from some of the pressures others in the high-end space have felt.”
wsj.com/cfo-journal/to-beat-…
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$PINFRA.MX is at a new all-time high. L shares are still at a 30% discount and way too cheap.
$GRVY is back to trading below net cash, even after paying its ~5% dividend.
If you missed it this weekend, the Special Sits Digest issue #37 is out and worth a look. It covers 700+ situations this week (filtered from over 20k global filings).
Take a look!
