1/ Shamelessly stealing this interesting special situation from @AsianCenturyS. Check their slide deck in the link. Haier Smart Home (hereafter 'HSH') is in the process of reorganizing its structure by merging with its 56% owned HK-listed subsidiary Haier Electronics (#1169.HK)

https://twitter.com/AsianCenturyStx/status/1305885633253056512

2/ HSH has about 96% of its shares listed in China as A-shares (#600690.SS) and about 4% in Germany as D-shares(#690D.F). The D-shares are currently trading at a discount of 72% to the A-shares, but have the same voting and dividend rights.

1/ New holding: Cast SA ( $cas.pa ). CAST is leader in software intelligence. Their software products represent what MRI does in healthcare. It gives visibility into code architecture, flaws, system health, cloud readiness etc. Over $160M R&D has been invested in their products. 2/ They did 33.2M € in revenue and 5.4M € in EBITDA in 2014 when they made a plan to accelerate their growth by investing heavily in their workforce and R&D, introducing a SaaS approach and indirect sales through partners.

1) In this thread I will present to you the case for Boustead Projects (BP) $AVM.SI with a catalyst right around the corner. Short term potential upside: 131%


BP is a real estate solutions provider listed in Singapore. The company is 53% owned by Boustead Singapore. 2) The company has two divisions. The design-and-build division provides technical consulting services and design-and-build expertise for business park and high-tech industrial developments in Singapore.