China Sanjiang Fine Chemicals Company Limited

• QF Quercus Fund 2024 Second Letter to Shareholders ↗ Quercus Fund argues that patience is essential when owning deeply undervalued businesses through market volatility. It details Tianjin Development Holdings’ indirect exposure to Otis China’s expanding service portfolio and China Sanjiang Fine Chemicals’ new plant, improving volumes and insider share purchases. 2024 (Jan-Apr) 0882 $265MOTIS $30B
• QF Quercus Fund 2026 First Letter to Shareholders ↗ Braskem Idesa anchors Quercus Fund’s new distressed-debt thesis: its ethane import terminal should restore operating rates, while the bonds retain recovery support through Carlos Slim’s financing and the plant’s replacement cost. The fund added six discounted positions, including Indofood, and excludes gold because its intrinsic value cannot be estimated. 2026 (Jan) BAK $450MBRK.A $1.3T

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