Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Smartkarma

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CK Infrastructure Holdings / Equity Capital Markets

We would take the deal, given:<ol><li>The deal scores well on our Momentum-Adjusted Deal Stag Framework for its track record of outperformance vs. the index and peers </li><li>In its previous three deals, the stock has returned 4% on average in the first month, with the worst performance being 0% . Over one year the stock has returned 16% on average over deal price.&nbsp; </li><li>The deal will increase the free-float and large institutions like Capital Group and Blackrock have been adding to their holdings over the past few months (as per Bloomberg) and thus, will likely use this opportunity to add to their holdings </li><li>The proceeds from the deal will be used to finance the acquisition of EverSholt Rail Group and should add to EPS upon completion </li><li>The deal provides a good opportunity to co-invest along with Li Family as the continue shopping for utility assets around the globe</li></ol>

We would take the deal, given:The deal scores well on our Momentum-Adjusted Deal Stag Framework for its track record of outperformance vs. the index and peers In its previous three deals, the stock has returned 4% on average in the first month, with the worst performance being 0% . Over one year the stock has returned 16% on average over deal price.&nbsp; The deal will increase the free-float and large institutions like Capital Group and Blackrock have been adding to their holdings over the past few months (as per Bloomberg) and thus, will likely use this opportunity to add to their holdings The proceeds from the deal will be used to finance the acquisition of EverSholt Rail Group and should add to EPS upon completion The deal provides a good opportunity to co-invest along with Li Family as the continue shopping for utility assets around the globe

CKI (1038 HK) - Deal provides the opportunity to ride along; take the deal

Hong Kong

CK Infrastructure Holdings Limited (CKI) operates as a real assets investment company. The Company invests in energy, transportation, water, and electricity generation sectors. CKI serves customers worldwide.

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CK Infrastructure Holdings (1038 HK)

CKI (1038 HK) - Deal provides the opportunity to ride along; take the deal

We would take the deal, given: The deal scores well on our Momentum-Adjusted Deal Stag Framework for its track record of outperformance vs. the...

Sumeet Singh

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