ESR (1821 HK): A Shareholder Register Look-Through
I don't see anyting material or untoward in the s329 register. 56.54% of disinterested shares are supportive. If 10th July payment, this is trading...
841 Views
Soundwill Holdings (878 HK): Foo Family’s Offer at HK$8.50
While the offer is light compared to peer multiples, it is attractive compared to historical trading ranges. A low AGM minority participation rate...
742 Views
Changhong Jiahua (3991 HK): The Upcoming Long Stop Date Sets the Pretext for a Deal Break
As expected, the scheme lapsed because Sichuan NDRC/Commerce approvals were not obtained by the 20 September Long Stop Date, which was not...
169 Views
ENN Energy (2688 HK): Precedent Set as the Offer Is Effectively Blocked by Regulators
The CSRC's non-approval is unprecedented, as the offer has already received approvals from the NDRC, MoC, and SAFE. My estimated deal-break price...
220 Views
New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
6k Views