Wide-Moat Ferrari Deserving of Luxury Goods Title
We have been dismayed by some in the investment community who have categorized Ferrari, with respect to valuation, as an automotive company. In our...
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Baoxin Pre-Conditions Remaining: SAFE, Sales? And Signatures
On March 24th after the close of trading, Baoxin Auto Group Ltd ("Baoxin")and China Grand Automotive Services Co Ltd ("CGAS") released a Joint...
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BAOXIN: Further Undertakings -If You Think This Gets Done, It's Too Cheap. Gotta Have It.
Last Friday, Baoxin Auto Group Ltd (1293 HK) released a Joint Announcement containing an updated list of Irrevocable Undertakings to ACCEPT the...
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Baoxin: CGAS Offer Update, Fair Value, And Arb Grids
Of recent there have been a few tidbits of news, but still no document. A short recap follows.In recent days we have had... an update on...
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Baoxin: CGAS Partial Offer - 2015 and 2016 Arb Grids
China Grand Automotive Services Co Ltd ("CGAS" or "CGA") and #Baoxin Auto Group Ltd ("Boaxin") issued a Joint Announcement late Friday to the...
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