Hong Kong/China M&A/Events

Hong Kong/China M&A/Events

Lifestyle China (2136 HK): Thomas Lau's Scheme - The Premium Is Wrong

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Quiddity Research
Dec 09, 2024
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  • After Lifestyle China (2136 HK) was suspended pursuant to then Takeovers Code, the takeaway was that Thomas Lau with 74.91% of shares out would table a Scheme.

  • Which is exactly what unfolded. What was not expected was a stingy 21.7% premium to last close.

  • The Offer Price has not been declared final. Lifestyle China is trading at 0.11x P/B. This Offer deserves a bump. Otherwise minorities should vote this down.

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