China Machinery Engineering (1829 HK): Possible Offer
Shares are suspended so there is nothing to do here. I think the Offer needs to be pitched closer to $4/share to dislodge Cape Ann. It will still...
628 Views
Beijing Jingneng (579 HK): Privatisation Offer From Parent
Currently trading at a gross/annualised spread of 7.6%/18.9%, assuming the transaction takes five and a half months to complete. This appears a...
502 Views
AviChina (2357 HK): Buy The Modern Army Narrative
One would think the "modern army" maxim will catalyse companies such as AviChina (2357 HK). That is positive. But why subject capex to outside...
784 Views
China Longyuan (916 HK): Running Out Of Puff?
Wind-power play China Longyuan Power Group Corp (916 HK) (CLPG) gained 13% on the 30 July, on ~7x the normal volume (three-month average), plus...
487 Views
Beijing Jingneng (579 HK): The Latest Clean Energy Privatisation?
Beijing Jingneng Clean Energy (579 HK), an SOE utility, was suspended Friday morning pursuant to the Code on Takeovers and Mergers. Should an Offer...
521 Views