Inside ENN Energy’s Complex Takeover Deal

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The Smartkarma Podcast

Smartkarma

140 episodes

2 days ago

Weekly discussions with independent analysts and finance professionals from around the world, powered by Smartkarma's investment intelligence platform. Smartkarma empowers strategic decision-making through real-time actionable insight, premium data analytics, and direct connectivity to top-ranked investment analysts. Learn more at smartkarma.com.

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Inside ENN Energy’s Complex Takeover Deal

The Smartkarma Podcast

7 minutes 14 seconds

3 months ago

Inside ENN Energy’s Complex Takeover Deal

Smart Calls with Smartkarma continues, and this week, we dive into a deal that’s anything but straightforward.

This episode:

Inside ENN Energy’s Complex Takeover Deal

ENN Natural Gas is offering a mix of cash and newly listed A-shares to take over ENN Energy (2688 HK) but with limited visibility into valuation and an uncommon deal structure, minority shareholders are navigating a fair amount of uncertainty.

Pranav Rao speaks with Insight Provider David Blennerhassett to unpack:

• Why the deal structure is rare for Hong Kong

• What the market is (and isn’t) pricing in

• Valuation challenges and where the H-shares might trade

• Whether there’s room for a bump in terms

A vertical merger, opaque valuation, and a cautious minority, this one’s worth watching.

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David Blennerhassett - http://on.skr.ma/44W60Am

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.