CPMC Holdings (906 HK): All Eyes on the Bids, but Underlying Still Solid
Both bids for CPMC are progressing well, protecting its downside. Higher bid valuations are justified by strong underlying earnings growth. It...
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CPMC Holdings (906 HK): Another Potential Contender
CPMC may receive a takeover proposal from ORG, which has a 22% market share. ORG can achieve synergy and CPMC is still undervalued against the...
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CPMC Holdings (906 HK): What's Brewing?
CPMC is likely to be acquired by China Baowu Steel, and it will benefit from synergy with A-share Shanghai Baosteel Packaging. CPMC 1H23 results...
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CPMC Holdings (906 HK): An Attractive Inexpensive Alternative Consumption Play
CPMC is well positioned to capture the strong packaging demand from food, beverage and chemical products driven by China's consumption growth. Yet,...
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Maanshan & Baosteel Forged
In September 2016, China's State Council passed down a directive for the top ten enterprises in the iron and steel industry to achieve a total...
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