Guotai Junan (2611 HK)/Haitong (6837 HK)'s Merger: A Win For H-Shareholders
David has highlighted this Insight as a Top Pick
934 Views10 Oct 2024 10:52
Done and done. After bigly moves in both stock, I see the gross/annualised return at 21%/22%, assuming late 3Q25. If you can take down borrow cheaply on GJS, I'd set up a long/short here.
What is covered in the Full Insight:
- Introduction to the Merger
- Merger Details and Conditions
- Implications for H-shareholders
- Market and Share Price Analysis
- Regulatory and Process Overview
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