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
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/