ENTITY
China Shengmu Organic Milk

China Shengmu Organic Milk (1432 HK)

135
Analysis
Consumer Staples • China
China Shengmu Organic Milk is an investment holding company primarily engaged in the production and distribution of raw milk and dairy products. The company's principal business includes dairy farming, production, and sales of desert-based organic and non-organic raw milk, as well as beef cow breeding. It was founded in 2009 and is headquartered in Bayannur, Inner Mongolia, China.
more
•20 Jul 2026 06:25

China Shengmu (1432): China Modern Dairy's Offer Is (Shortly) Unconditional

Trading at a 2.9% gross spread. This is done. If not already in for the arb, buy for the back-end as CSM takes control, IF you have a strong...

Logo
151 Views
Share
•14 Jul 2026 09:28

China Shengmu (1432): China Modern Dairy Closes In On 50%

Trading at a 6.1% gross spread. This MGO will get up I'd be buying here - either for the arb (if you like illiquid arbs), or for the back-end on...

Logo
119 Views
Share
•12 Jul 2026 18:48

China Shengmu (1432 HK): Fast-Tracking Towards Being Declared Unconditional

The offer is on track to be declared unconditional by the first closing date. At the last close and the 30 July payment, the gross/annualised...

Logo
169 Views
Share
•08 Jul 2026 10:07

China Shengmu Organic Milk (1432 HK): Synthetic Expert Call Transcript (08 Jul 2026)

The HK$0.35 per share conditional cash offer represents a substantial 30.0% discount to China Shengmu’s (CSM) Adjusted NAV of HK$0.50 per share,...

Share
•07 Jul 2026 00:48

China Shengmu (1432 HK): Touch and Go

CCASS movements show that 536,097,305 shares (6.40% of outstanding shares) have been tendered today, which exactly matches EQT’s shareholding (the...

Logo
149 Views
Share
x