Sign in with Google. Opens in new tab

GAPack (468 HK): Unpacking XJF's Move To Send The Board Packing

David has highlighted this Insight as a Top Pick
931 Views30 Nov 2023 02:25
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.
Boomeranged on Fri, 1 Dec 2023 00:29
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.
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
chart-bar
x