Dongfeng Motor (489 HK): Takeaways from the Composite Doc and VOYAH’s Listing Doc
The composite doc lists two appraised val. approaches that, despite issues, have justifiable valuations. VOYAH had a strong 2025. The vote remains...
484 Views
Dongfeng Motor (489 HK): Precondition Satisfied
The appraised value of HK$10.85 remains justifiable despite peers' derating. Based on several methodologies, I estimate the offer is worth HK$11.39...
359 Views
CX Daily Aug. 25: China Tech Firms Drive AI Data Center Boom in Southeast Asia
Cover Story: China Tech Firms Drive AI Data Center Boom in Southeast Asia Inside the Hong Kong Convention and Exhibition Centre on a...
95 Views
Merger Arb Mondays (02 Feb) - Dongfeng, ENN, Toyota Ind, Raksul, Sankei, Mandom, IJM, Webjet, Qube
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
519 Views
Dongfeng Motor (489 HK): Regulatory Precondition Satisfied
The appraised offer HK$10.85 value is the key debating point, particularly as peers have derated. However, based on several methodologies, I...
498 Views