Hong Kong/China M&A/Events

Hong Kong/China M&A/Events

GoFinTech (290 HK)/Jinhai Medical (2225 HK): Double Bubble Trouble

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Quiddity Research
Sep 04, 2024
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  • Sanergy (2459 HK), a graphite electrode manufacturer, was added to the MSCI Small-Cap Index on 30th August; and was due to enter the Hang Seng Composite Index on 9th September.

  • However, the SFC announced a concentration warning on the 2nd September. Shares promptly cratered ~98% yesterday (the 3rd September). Expect the HSCI inclusion to now be yanked.

  • This Sanergy debacle should refocus investors on other heavily concentrated stocks, such as Jinhai Medical (2225 HK), in which GoFintech (290 HK) (another heavily concentrated stock) has inexplicably been buying.

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