Hong Kong/China M&A/Events

Hong Kong/China M&A/Events

Con Aero Tech (232 HK): Q&A With The Other FA

Quiddity Research's avatar
Quiddity Research
Jun 10, 2026
∙ Paid
  • Back on the 5th June, SOE-backed plane engine maker Continental Aerospace Technologies (232 HK)‘s entered into an SPA to sell its core business, potentially leading to a substantial cash distribution.

  • In Con Aero Tech (232 HK): Q&A With The FA, I discussed my one-on-one with the FA to the Purchaser.

  • In this insight, I discuss my one-on-one with the FA to the Seller - or Con Aero Tech.

This insight specifically discusses the Q&A with the FA to Con Aero Tech. The Q&A transcript below is not verbatim.


The Trade:

  • Buy here or below, assuming the low-end dividend payment in Oct/Nov (my estimate).

  • I would include the dividend from the property sale, which should be distributed shortly after the SPA distribution.

  • I would not factor in any winding up dividend, which is less known/assured.

Keep reading with a 7-day free trial

Subscribe to Hong Kong/China M&A/Events to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 Quiddity Investment Advisors · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture