bullish

Cathay (293 HK) Takes Out Qatar Airway's Stake

364 Views06 Nov 2025 15:48
This buyback is a ~10.5% boost to Cathay's EPS.  I might get some exposure to Cathay here; but it's not a high conviction trade. Elsewhere, Swire Pac's implied stub & NAV discount are at set-up levels
What is covered in the Full Insight:
  • Introduction
  • The Trade and Transaction Details
  • Post-Buyback Shareholding Structure
  • Financial Implications and Valuation
  • Conclusion and Industry Outlook
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
chart-bar
x