HKC (190 HK): Take-Private Offer By Way Of A Scheme
0.3x P.B is a steal. Yet HKC has perenially traded at a large discount to book. This deal looks done. I'd buy here - $7.56 - around a 7.5%/26.2%...
466 Views
China Renewable Energy (987 HK): Possible Privatisation Offer
Shares are suspended. I think an Offer needs to be pitched closer to $0.30/share, around a four-year high, and a premium to last close in line with...
400 Views
Hong Kong Buyback Weekly: Xiaomi Buyback Returns (2019-09-20)
Hong Kong Exchange publishes share repurchases by listed companies on a daily basis. In our weekly note, we will provide statistics on top...
384 Views
66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
3.2k Views
Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
3.6k Views