Immediately after the China Securities Regulatory Commission (CSRC) published guidelines that demand listed companies to manage their share prices, China Merchants Expressway (招商公路), a cousin of China Merchants China Direct Investments (CMCDI, 133 HK), announced that it will adopt “long-term dividend plans” to increase shareholders’ return.

Many companies, like CRRC Corporation, are also working to gradually increase their stock prices to reflect their intrinsic value.

Local governments, such as Hunan Province, have also required listed companies to use tools like mergers, equity incentives, dividends, and buybacks to create value.

We, Argyle Street Management, urge China Merchants China Direct Investments (CMCDI, 133 HK) should learn from China Merchants Expressway to increase shareholders’ return through buybacks and a discount management program.

Read our proposal to find out how.

If you are new to CMCDI, read our primer.

Chat with us on WeChat or WhatsApp:

💬 WeChat ID: ASM_Argyle

💬 WhatsApp ID: +852 6317 6371

🖥️ UnlockValueChinaMerchants.com

📧 ChinaMerchants@asmhk.com


在中国证监会的”市值管理监管指引”发布后,招商局中国基金(133 HK,“中国基金”)同系的招商公路表示将采取多项措施提升公司价值,包括制定并披露中长期分红规划等措施,持续为股东创造健康稳定的投资回报。

许多公司,包括中国中车,也表示将努力提升公司股价,使得其与内在价值保持一致。

各地政府,例如湖南省,要求上市公司要运用并购重组、股权激励、现金分红、股份回购等工具,不断为股东创造价值。

我们Argyle Street Management呼吁招商局中国基金向招商公路学习,回购股份及制定折价管理计划,持续为股东创造价值。

具体操作,可以阅读我们的提案

如果您刚开始了解中国基金,请阅读我们的指南

欢迎随时与我们联系:

💬 微信: ASM_Argyle

💬 WhatsApp: +852 6317 6371

🖥️ UnlockValueChinaMerchants.com

📧 ChinaMerchants@asmhk.com

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