Hong Kong/China M&A/Events

Hong Kong/China M&A/Events

StubWorld: Geely Is (Mostly) Trading "Rich"; And May Still Bump Zeekr Terms

Quiddity Research's avatar
Quiddity Research
May 09, 2025
∙ Paid
Share
  • Geely Auto (175 HK)'s discount to NAV is less than half its 12-month average. And Geely is generally trading tighter to listed PRC auto peers.

  • Preceding my comments on Geely - and NTT Data Corp (9613 JP) - are the current setup/unwind tables for Asia-Pacific Holdcos.

  • These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation >20%.

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