Primer: Sincere (244 HK) - Aug 2026
Sincere is a legacy Hong Kong department store facing significant headwinds from a structurally challenged industry, resulting in persistent...
105 Views
Dickson Concepts (113 HK): Scheme Vote on 18 July for a Below Net Cash Offer
The scheme failed as it marginally failed the value test – 10.16% of disinterested shareholders voted NO vs <10% of all disinterested shareholders'...
1.1k Views
Lifestyle China (2136 HK): Thomas Lau Bumps, but the Offer Remains Light
The revised offer remains light. The high AGM minority participation rates remain a vote risk. Head for the exit as the shares are trading at the...
661 Views
Lifestyle China (2136 HK): Thomas Lau’s Low-Balled Scheme Offer
While no shareholder holds a blocking stake, the high AGM minority participation rates and emerging retail opposition suggest a high chance of a...
733 Views
Lifestyle China (2136 HK): Chairman/CEO to Launch Privatisation Offer?
We use three methods to triangulate the likely offer price, suggesting a range of HK$1.00-1.45 per share, with an average of HK$1.23 (a 63.3%...
824 Views