I mentioned it over the weekend, but I’m really looking forward to 2022! I’ve got some slight tweaks and changes to all of the pieces of my YAV “empire” I plan on rolling out in the next few weeks, but I wanted to start the year off with an idea I’ve been looking at that I think is both very interesting
is DB supposed to update their holding every 1% they sell, as a 13d holder? I am not familiar if there is an exception for them as a bank, or for how they came into possession of the shares, but my understanding is that they have 2 days to amend if they are a 13d. Not sure who else would be selling in volume like this down here though
But deep discount to NAV is ubiquitous in Chinese commercial real estate isn't it? HK2136, HK410, HK207, to name a few.
is DB supposed to update their holding every 1% they sell, as a 13d holder? I am not familiar if there is an exception for them as a bank, or for how they came into possession of the shares, but my understanding is that they have 2 days to amend if they are a 13d. Not sure who else would be selling in volume like this down here though
Here you go Andrew! https://file.io/edgk0VsBXMT3
There is some decent info on the IsZo campaign as well as current NTP setup here (paywall): www.specialsituationinvestments.com/2021/12/nam-tai-property-ntp-activist-control-70-upside/