Smart Calls with Smartkarma | Dongfeng Motor Privatization: Key Risks, Valuations & Timeline

Privatization premium. EV spin-off. What does the Dongfeng Motor (489HK) deal mean for investors?

Pranav Rao speaks with Arun George to unpack the offer structure, valuation upside, and key risks

• Strategic move to align with China’s auto sector consolidation

• Timeline stretches to 2026 with regulatory approvals and shareholder vote

Unpack what arbitrageurs need to know on the deal.

Like what you heard? Share this episode and follow us for more Smart Calls.

Read the Insight - https://skr.ma/nFjNC

Arun George - http://on.skr.ma/45GirSC

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.