Primer: Zhejiang Cangnan Instrument Group (1743 HK) - Aug 2026
Zhejiang Cangnan Instrument Group is a leading manufacturer of industrial and commercial gas flowmeters in China, with a growing presence in...
103 Views
CIMC (1839 HK): 18th April Shareholder Vote
Trading at a gross/annualised spread of 3.3%/28.7% assuming late-May. I might pay up to HK$7.35-7.38. Below that would be preferable. This insight...
534 Views
Zhuangyuan Pasture (1533 HK): Offer Now Unconditional
The gross spread has narrowed to 0.5%. The Offer is now unconditional in all respects. This is not a super liquid arb situation. If not in, I'd be...
635 Views
Zhuangyuan Pasture (1533 HK): 29th June EGM For H-Share Offer
Currently trading at gross/annualised spread of 8.6%/52.8%, incl. the final divi. That looks attractive. Although recent deal structures have...
557 Views
Zhuangyuan Pasture (1533 HK): H-Share Offer Via Buyback
Assuming late July payment, and inclusive of the FY21 dividend of RMB0.047/share, then I suggest buying up to ~HK$10.50/share or a gross/annualised...
540 Views