Now this is interesting. Based on the last 2 announcements on portfolio movement, the market does not appear to be ascribe value to these.
* 29 December - portfolio NTA rise in value by 2.6%
* 4 January - portfolio NTA rise by 2.3%
Looking at the daily SP movement, market doesn't seem to be noticing.
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Might be a good arbitrage opportunity if this keeps going on!
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