Hong Kong/China M&A/Events

Hong Kong/China M&A/Events

Shandong Hi-Speed (412 HK): Now Overshot To The Downside

Quiddity Research's avatar
Quiddity Research
Sep 25, 2025
∙ Paid
Share
  • In What’s Up (& Up) With Shandong Hi-Speed (412 HK)?, I thought Shandong Hi-Speed Holdings (412 HK) was a bubble after gaining 190% in the past six months.

  • My guess was that SDHG’s high shareholder concentration was still very much present, and the stock was getting (unjustly) squeezed.

  • The SFC concurred on the 18th September, and issued a concentration warning. SDHG’s shares cratered 76% on the 19th September, before recovering 49%. Quite the ride.

The Trade:

  • I’d look to get some exposure here. But I wouldn’t chase it.

  • I doubt the days of large share price gyrations are a thing of the past.

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
© 2025 Quiddity Investment Advisors
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture