Primer: Datang Environment Industry Group (1272 HK) - May 2026
Deeply Undervalued Asset with Strong Cash Flow: The company trades at exceptionally low valuation multiples (e.g., P/E ratio of 0.4x),...
82 Views
Boqi Env (2377 HK)'s Partial Offer Now Open. But First The EGM
If ~45% of the public shareholders tender, expect a min pro-ration of ~30%, implying a b/e price of HK$0.70/share, below the undisturbed price. Get...
510 Views
Boqi Environmental (2377 HK): Conditional Share Buyback at HK$1.20
The offer is attractive vs. peer multiples but unattractive vs. historical trading ranges. The shareholder structure and irrevocable paves the way...
346 Views
Boqi Environmental (2377 HK): Privatisation by Management?
Shares have been up 39% since 30 September, likely due to deal news leakage. Management, representing 60% of outstanding shares, is likely seeking...
371 Views
Guodian’s H Share Class Meeting on 20 May, IFA Opinion
The IFA considers the offer to be fair and reasonable. The H Shareholder with a blocking stake provided an irrevocable on 28 Feb. For a 9 June...
446 Views