Great Eagle Seeks To Delist Langham Hospitality (1270 HK)
Langham will pop tomorrow upon resumption of trading. I'd be happy chasing this up 20-25%. However, this is not a firm Offer. And one may still...
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China VAST: Pre-Condition Fulfilled for the China Jinmao Offer
The headcount test is not applicable, and this is a done deal. At the last close and for a year-end payment, the annualised spread is 4.0%.
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China VAST’s Underwhelming Privatisation Bid from China Jinmao
The offer price is unattractive to historical multiples and precedent transactions. We would be buyers up to HK$2.26 per share (implies 75% deal...
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Far East Hospitality Trust (FEHT): Beneficiary of Opening Up
ICA announced that Chinese tourists may enter Singapore by applying for Air Travel Pass without being quarantined if tested COVID-19 negative. FEHT...
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QUICKNOTE: Dorsett: Done. Dusted. Dirt Cheap. FECIL too.
I started my first piece on Dorsett saying "Stocks like Dorsett Hospitality (2266 HK) are the reason why value investors love what they...
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