Between 30 April and 31 May 2025, the net asset value (NAV) per share of China Merchants China Direct Investments (CMCDI, 133 HK) surged by 6.1% from HK$33.54 to HK$35.6 in merely a month.

We don’t know what caused the increase, but would still like to congratulate the China Merchants team on the successful month.

And that happened before the IPO of Arashi Vision, the maker of Insta360 cameras.

The Arashi IPO alone has boosted CMCDI’s total assets by approximately HK$ 6 per share, as we analyzed earlier. The jump will hopefully be reflected in the June 2025 NAV announcement.

💬 WeChat: ASM_Argyle

💬 WhatsApp: +852 6317 6371

🖥️ UnlockValueChinaMerchants.com

📧 ChinaMerchants@asmhk.com


在2025年4月30日5月31日期间,招商局中国基金(133 HK)的每股资产净值(NAV)从33.54港元增长至35.6港元,涨幅为6.1%。

我们并不清楚增长的具体原因,但仍然想祝贺招商局团队取得成功的一个月。

更重要的是,这发生在Insta360摄像机制造商影石创新上市之前。

正如我们之前分析,单是影石创新的IPO就使中国基金的每股总资产增加约6港元。希望这反映在2025年6月的NAV公告中。

💬 WeChat: ASM_Argyle

💬 WhatsApp: +852 6317 6371

🖥️ UnlockValueChinaMerchants.com

📧 ChinaMerchants@asmhk.com

Leave a comment