bullish
GAPack (468 HK): Unpacking XJF's Move To Send The Board Packing
749 Views30 Nov 2023 10:25
Given fairly steady earnings and net cash position, GAPack is inexpensive - and possibly attractive to PE players. Pegged to its longer-term forward EV/EBITDA average, there is ~40% upside from here.
David has highlighted this Insight as a Top Pick
Boomeranged on Fri, 1 Dec 2023 08:29
Nothing like bringing one of your customers - China Mengniu - on board (so to speak), both as a substantial shareholder (5.01%) and board member (NED). I’d assume Mengniu is against XJF's new board appointees, therefore tipping the balance of power a bit more to Jeff Bi's corner.
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