CMCDI (133 HK)'s EGM Double-Header

234 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.
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  • First EGM Details
  • Second EGM and ASM's Proposals
  • Potential Outcomes and Voting Dynamics
  • Investment Thesis and NAV Analysis
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