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Asia Cement China (743 HK)
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58
Analysis
Materials
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China
Asia Cement China Holdings Corporation manufactures cement in China. The Company excavates the raw materials for, and produces, clinker and different types of cement.
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bearish
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Asia Cement China
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26 Aug 2024 20:40
Asia Cement (743 HK): 26th August Vote. Shareholders Should Reject Terms
The Scheme failed. No surprises there. The Offer price was rubbish. 30.58% of total disinterested shares votes against the transaction, well in...
David Blennerhassett
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554 Views
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bearish
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Asia Cement China
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03 Aug 2024 20:43
Asia Cement China (743 HK): Scheme Vote on 26 August Has a High Deal Break Risk
The IMAX China precedent suggests that minorities can and will vote down a low-balled offer. The risk (12.5% downside to the undisturbed price)...
Arun George
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396 Views
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bearish
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Asia Cement China
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10 Jul 2024 10:23
Asia Cement (743 HK): $3.22/Share Offer - Really?
I see some chatter about investors complaining to the SFC about this Offer Price, pitched woefully below net cash. The SFC's hands are tied. ...
David Blennerhassett
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871 Views
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bearish
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Asia Cement China
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05 Jun 2024 23:23
Asia Cement China (743 HK): A Low-Balled Offer Set up to Fail
The low-balled offer is final. While no shareholder holds the 10% blocking stake, the high AGM minority participation rates and emerging retail...
Arun George
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454 Views
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bullish
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Asia Cement China
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29 May 2024 16:04
Asia Cement China (743 HK): Privatisation by Asia Cement?
An offer price of HK$5.18 would imply a zero EV. However, due to the difficult trading conditions, we think an offer would be around HK$4.00 per...
Arun George
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441 Views
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