Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. </li>
<li>Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. </li>
<li>These insights also flags those companies where shares have been pledged, both recently and ongoing.</li>
</ul>


The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. 
Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. 
These insights also flags those companies where shares have been pledged, both recently and ongoing.


Hong Kong CEO & Director Dealings - 18th July 2022

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Guodian Technology & Environment Group / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/guodian-technology-environment-group-corp" target="_blank" data-smartkarma-citation="entities:3941:1" rel="noopener">Guodian Technology &amp; Environment Group (1296 HK)</a>'s composite document is out with the H Shareholders’ class meeting on 20 May. The IFA considers the offer to be fair and reasonable. </li>
<li>The key condition for the privatisation is approval by at least 75% of independent H-shareholders (&lt;10% of all independent H-shareholders rejection). There is no minimum acceptance condition. </li>
<li>The H Shareholder with a blocking stake has provided an irrevocable. For a 9 June payment, the gross and annualised spread to the offer is 1.9% and 19.5%, respectively. </li>
</ul>



Guodian Technology &amp; Environment Group (1296 HK)'s composite document is out with the H Shareholders’ class meeting on 20 May. The IFA considers the offer to be fair and reasonable. 
The key condition for the privatisation is approval by at least 75% of independent H-shareholders (&lt;10% of all independent H-shareholders rejection). There is no minimum acceptance condition. 
The H Shareholder with a blocking stake has provided an irrevocable. For a 9 June payment, the gross and annualised spread to the offer is 1.9% and 19.5%, respectively. 


Guodian’s H Share Class Meeting on 20 May, IFA Opinion

<ul>
<li>
<a href="https://www.smartkarma.com/entities/guodian-technology-environment-group-corp" target="_blank" data-smartkarma-citation="entities:3941:1" rel="noopener"><strong>Guodian Technology &amp; Environment (1296 HK)</strong></a>'s Composite Document is now <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2022/0428/2022042803435.pdf" target="_blank" rel="noopener">out</a>. The Scheme Meeting will be held on the 20th May with expected payment on or before the 9 June. </li>
<li>The Independent Financial Advisor (Gram Capital) has concluded China Energy and Guodian Power's Offer is fair and reasonable. </li>
<li>This is a done deal - play the spread. This is trading at a gross/annualised spread of 1.9%/18.6%. </li>
</ul>



Guodian Technology &amp; Environment (1296 HK)'s Composite Document is now out. The Scheme Meeting will be held on the 20th May with expected payment on or before the 9 June. 
The Independent Financial Advisor (Gram Capital) has concluded China Energy and Guodian Power's Offer is fair and reasonable. 
This is a done deal - play the spread. This is trading at a gross/annualised spread of 1.9%/18.6%. 


Guodian Tech (1296 HK): Composite Doc Out. 20th May H-Class Meeting

China

Zhejiang Tengy Environmental Technology Co Limited is an atmospheric pollution control solutions provider. The Company provides precipitators & installations.

Zhejiang Tengy Environmental Tech (1527 HK)

Zhejiang Tengy Environmental Tech (1527 HK)

Hong Kong CEO & Director Dealings - 18th July 2022

The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flags those companies where...

David Blennerhassett

Guodian Tech (1296 HK): Composite Doc Out. 20th May H-Class Meeting

This transaction is all stitched up. The absence of a tendering condition assures a successful outcome. Trading at a gross/annualised spread at...

David Blennerhassett

Hong Kong CEO & Director Dealings - 18th July 2022

The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flags those companies where...

David Blennerhassett

Guodian’s H Share Class Meeting on 20 May, IFA Opinion

The IFA considers the offer to be fair and reasonable. The H Shareholder with a blocking stake provided an irrevocable on 28 Feb. For a 9 June...

Arun George

Guodian Tech (1296 HK): Composite Doc Out. 20th May H-Class Meeting

This transaction is all stitched up. The absence of a tendering condition assures a successful outcome. Trading at a gross/annualised spread at...

David Blennerhassett