Weekly Deals Digest (22 Mar) - VOYAH, Dongfeng, MCJ, Itochu Shokuhin, Insignia, Pepper Money, IJM
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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Voyah Auto (7489 HK): Index & Flow Implications
Voyah Auto starts trading on 19 March and there will be passive selling at the close. The stock needs to move higher to be added to the HSCI in...
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Dongfeng Motor (489 HK): Thoughts on VOYAH’s Listing on 19 March
Despite the market turmoil, VOYAH’s peers have fared well, up 7% since the vote. My VOYAH midpoint valuation is HK$12.45. In comparison, at...
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