The theme of state-owned enterprise (SOE) consolidation is becoming increasingly clear in the Hong Kong stock market 🚢
Expectations for asset consolidation within the COSCO Shipping Group are strong, with historical premiums for central SOE mergers reaching 20-30%.
The logic for Shanghai Electric's equipment manufacturing consolidation exists, and its low regulatory risk is actually an advantage.
The possibility of privatization for COFCO Packaging's consumer packaging segment is worth watching.
Overall, it is recommended to participate via the underlying shares; options lack sufficient liquidity. Watch for signals during the 90-day policy window period for central SOE mergers.
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