- Nam Tai Property, a Chinese property developer, is currently selling at a discount to the net value of its assets.
- The burst of the Chinese property bubble will cause pain for the sector but will also create an opportunity for well capitalized companies like NTP to emerge stronger than competitors.
- Nam Tai is currently in the middle of a proxy battle with activist investor IsZo.
- If IsZo succeeds in installing its own shareholder friendly nominees on Nam Tai’s Board of Directors, it could unlock substantial value.
For further details see:
Nam Tai: A Change In The Board Of Directors Could Unlock Substantial Value