Xiamen Port’s Juicy HK$2.25 Per H Share Privatisation Offer
Xiamen Port Holding will offer HK$2.25 per H share + a final dividend of RMB0.021 per share. The offer is attractive in comparison to historical...
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Will Investors Find Shangri-La in Kunlun?
Kunlun Energy is the wrong price. Investors have not yet digested the event. They should take a closer look. There is potentially a LOT of upside...
1.2k Views
China Merchants (144 HK): What A Privatisation May Look Like
According to a Bloomberg article, "China Merchants Group Ltd. is exploring taking China Merchants Port Holdings Co. private". China Merchants Port...
857 Views
StubWorld: The Rising Tide As China Merchants Port Recovers
A double-dose of StubWorld this week: Port operators, including China Merchants Port (144 HK) ("CMPH"), have rebounded from 2019 lows amidst a...
622 Views
Cosco Shipping Ports (HK: 1199): Valuation Dented by Trade War, Expect Moderate Recovery
The company’s throughput data reported a lower growth of 4.6% in 3Q19 (vs 11.8% in 3Q18). Uncle Sam’s effort to tame the dragon seems to be taking...
525 Views