Hong Kong/China M&A/Events

Hong Kong/China M&A/Events

ZEEKR (ZK US): Widening Scrip Spread Ahead Of Geely EGM Vote

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Quiddity Research
Sep 03, 2025
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  • On the 15th July, Geely Auto (175 HK), China’s second-largest carmaker, firmed a cash or scrip Offer for 62.8%-held ZEEKR (ZK US), a premium Chinese electric vehicle manufacturer

  • ZEEKR has traded through the cash terms US$26.87/ADS from the onset; but at a discount to the scrip terms. The scrip spread has widened recently.

  • The Offer is low-balled. However, Geely's stake plus Li Shufu (founder)'s 10.61% holdings push the Offer through. Geely's EGM is this Friday (7th July). Li (41.34%) is required to abstain.

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