Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

Thematic (Sector/Industry)

This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal for O2 in the works, a Watson's listing or sale could be a source of permanent funding for this transaction. As an entity with its own currency, Watson's could accelerate its expansion program. The same is true if a retailer with global ambitions buys control.

This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal for O2 in the works, a Watson's listing or sale could be a source of permanent funding for this transaction. As an entity with its own currency, Watson's could accelerate its expansion program. The same is true if a retailer with global ambitions buys control.

Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

Canvest Environmental Protection Group / Equity Capital Markets

Guangdong based Canvest Environmental, a leading WTE operator in Guangdong province, is filing for IPO, looking for equity to fund its project under construction.&nbsp;Based on our proprietary model and our judgement, we would like to avoid the deal. The valuation is too rich compared to its peers, despite a relatively better operation amongst small operator peers. The company is also closed held by a family (owned by the family of its chairlady) and private equity fund post listing.&nbsp; In the long run, however, we would accumulate if the valuation is appealing and management shows solid execution in its upcoming projects.

Guangdong based Canvest Environmental, a leading WTE operator in Guangdong province, is filing for IPO, looking for equity to fund its project under construction.&nbsp;Based on our proprietary model and our judgement, we would like to avoid the deal. The valuation is too rich compared to its peers, despite a relatively better operation amongst small operator peers. The company is also closed held by a family (owned by the family of its chairlady) and private equity fund post listing.&nbsp; In the long run, however, we would accumulate if the valuation is appealing and management shows solid execution in its upcoming projects.

Canvest Environmental IPO: leading regional WTE operator with solid pipeline to drive growth, valuation too rich

Hong Kong

Canvest Environment Protection Group Company Limited focuses on the development, management, and operation of waste-to-energy plants. The Company's plants are located in China.

Canvest Environmental Protection Group (1381 HK)

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Canvest Environmental Protection Group (1381 HK)

Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two

This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal...

Kemp Dolliver, CFA

Canvest Environmental IPO: leading regional WTE operator with solid pipeline to drive growth, valuation too rich

Guangdong based Canvest Environmental, a leading WTE operator in Guangdong province, is filing for IPO, looking for equity to fund its project...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)