Xiamen Port’s Pre-Condition Satisfied
The pre-condition is satisfied. Interims are on 26 August. At last close and for a 21 October payment, the annualised spread to the offer is 16.0%....
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Xiamen Port’s Juicy HK$2.25 Per H Share Privatisation Offer
Xiamen Port Holding will offer HK$2.25 per H share + a final dividend of RMB0.021 per share. The offer is attractive in comparison to historical...
440 Views
Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
358 Views
Will Investors Find Shangri-La in Kunlun?
Kunlun Energy is the wrong price. Investors have not yet digested the event. They should take a closer look. There is potentially a LOT of upside...
916 Views
China Merchants (144 HK): What A Privatisation May Look Like
According to a Bloomberg article, "China Merchants Group Ltd. is exploring taking China Merchants Port Holdings Co. private". China Merchants Port...
599 Views