Primer: Bank of Gansu (2139 HK) - Aug 2026
Deep Value Proposition with Significant Risks: Bank of Gansu trades at a starkly low valuation, with a price-to-book ratio of approximately...
95 Views
Shengjing Bank (2066 HK): Minimum Acceptance Condition in Focus as Offer Opens
While the 21 October vote on the delisting proposal should pass, the satisfaction of the minimum acceptance condition (90% of independent H shares)...
584 Views
Shengjing Bank (2066 HK): 21st Oct Vote On Bailout
If illiquid, arbs are your bag, pay up to HK$1.55, assuming late November payment. Timing on payment is not definitive given the tendering...
401 Views
Shengjing Bank (2066 HK): Offer "Bumped" To A ~84% Disc To NAV From 86.49%
At HK$1.32/share, I thought the Offer would get up. This bump continues that narrative. If illiquid arbs are your bag, pay up to HK$1.54, assuming...
409 Views
Shengjing Bank (2066 HK): Revised and Final Offer Remains Light
The revised terms signal push back from at least one key shareholder. The revised terms remain light, and there remains a risk around the 90%...
578 Views