Hong Kong/China M&A/Events

Hong Kong/China M&A/Events

Sun Art Retail (6808 HK): BABA Takes Massive Hit After Inking SPA @ HK$1.38

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Quiddity Research
Jan 02, 2025
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  • HK$1.38/Share. That's the key takeaway as Alibaba Group (9988 HK) enters an SPA to offload its 78.7% stake in Sun Art (6808 HK) at HK$1.38/share, a 14.13% discount to undisturbed.

  • The buyer, Paragon Shine, an entity under Chinese PE outfit DCP Capital, is paying ~HK$12.3bn compared to BABA's HK$28.1bn purchase of a 51% stake in October 2020.

  • Should the SPA complete, an unconditional MGO is triggered. But the question is: why would BABA be cashing out at this price?

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