Movement Alert|CFMEE Intraday Decline 5.6%, Over-Allotment Supply Expansion Continues to Weigh on Shares as Rebound Fades

Market Focus07-22

On July 22, CFMEE fell 5.6% in regular trading, trading at HK$313.2/share, with turnover of HK$26.20 million. The decline extends the stock's post-IPO correction as selling pressure from the full exercise of the over-allotment option remains unresolved.

The company fully exercised its over-allotment option on July 15, issuing 1,925,750 new H shares at HK$252.73 each, representing 15% of previously issued shares. Total issued share capital increased from 12,838,650 to 14,764,400 shares, raising approximately HK$478 million in net proceeds. The supply expansion and equity dilution effect, compounded by institutional selling — notably Norges Bank reducing its stake by 170,000 shares in early July — have driven a cumulative decline exceeding 22% since mid-July.

Although the stock briefly rebounded 5.32% on July 20 as short-term concentrated selling appeared exhausted, today's renewed weakness suggests the technical bounce lacked follow-through. As a recently listed stock with limited free float on the Hong Kong board, buying support remains insufficient to absorb ongoing distribution pressure.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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