BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
Two announcements reflect First Pac's move toward unlocking substantial value for shareholders. Metro Pac will sell >20% stake in tollway unit. On...
849 Views
Swire (19 HK / 87 HK) Announces NEW, Bigger, Better Buyback
Swire Pacific (19 HK, 87 HK) have announced a new bigger, better buyback of HK$6bn (last time was HK$4bn, $3.3bn executed). This should be a...
636 Views
Swire B Vs A - Surprising on Regs, Surprising on Risk; Short-Tm Displacement Now in 99th Percentile
Swire B vs A over the last 20 years shows unsurprising reversal patterns. We're in the right zone now to be reasonably confident. The buyback is...
414 Views
Swire A Vs Swire B - Regulatory Nuances REALLY Matter
Swire announced a share buyback. The regulatory nuances described in the Announcement and the Appendix to the 2022 AGM Convocation don't cover...
918 Views
StubWorld: Swire Trading "Cheap" As Cathay Squares Government Debt
Swire Pacific (19 HK) is coming up "cheap" on my monitor vs. Swire Properties (1972 HK) and Cathay Pacific (293 HK), after Cathay settles its Hong...
362 Views