When Antipodes’ Jacob Mitchell rolled out his “best idea” at the Morgan Stanley conference earlier this month, audience members couldn’t help but roll their eyes.
Mitchell has been banging on about Siemens Energy for months, arguing its wind turbine segment would enjoy enormous secular growth and the German-listed company was trading at a steep discount.
Loading...
Jessica Sier is the North Asia Correspondent for The Australian Financial Review. She is based in Tokyo, Japan. Jessica has previously written on technology, global capital markets and economics. Connect with Jessica on Twitter. Email Jessica at jessica.sier@afr.com
