CMCDI (133 HK)'s EGM Double-Header
251 Views11 Nov 2024 15:19
If shareholders want exposure to CMB and iFlytek, they can buy directly, as opposed to a heavily discounted illiquid name. CMCDI's large NAV discount is unacceptable. Something needs to give.
What is covered in the Full Insight:
- Introduction and Context
- First EGM Details
- Second EGM and ASM's Proposals
- Potential Outcomes and Voting Dynamics
- Investment Thesis and NAV Analysis
SUMMARY
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