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CPMC Holdings (906 HK)
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270
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China
CPMC Holdings Ltd. manufactures food packaging products.
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bearish
•
Greatview Aseptic Packaging
•
08 Jan 2025 12:53
GAPack (468 HK): Additional Thoughts On Mengniu Selling
China Mengniu can simply sell its entire stake to XJF; but not above the Offer Price. So what's stopping Mengniu if they appear to be selling down?
David Blennerhassett
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647 Views
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bullish
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Ping An Healthcare and Technology
•
08 Jan 2025 10:26
PA Gooddoctor (1833 HK)'s Unconditional MGO
If in for the arb and opting for scrip, I 'd have exited, or exiting my initial buy-in. If in for the arb and took cash, I'd also would have...
David Blennerhassett
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664 Views
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bearish
•
WH Group
•
07 Jan 2025 13:21
WH Group (288 HK): Smithfield's IPO Doc Now Out
WHG could surprise the market with a higher than expected IPO price. I doubt it. Even applying a high-end value for Smithfield of ~US$10bn, a ~38%...
David Blennerhassett
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584 Views
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bullish
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China Boqi Environmental Hol
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06 Jan 2025 11:38
Boqi Env (2377 HK): Takeaways From The Partial Offer
~45% of the public shareholders tendering has been a useful benchmark in past Hong Kong Partial Offers, and so it was again for Boqi.
David Blennerhassett
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410 Views
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bullish
•
Insignia Financial
•
06 Jan 2025 09:04
Insignia Financial (IFL AU): CC Capital Wades In With A $4.30/Share NBIO
Terms are non-binding. I think IFL should engage here. However, I'm not confident Tanarra is willing to kick out at a 7.5% premium to Bain's terms.
David Blennerhassett
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441 Views
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