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...
338 Views
HK CEO & Director Dealings (19th Aug 2024): Merlin Selling Swire Pac/Props; Chans Buying Hang Lung
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. Of interest is Merlin Bingham Swire selling...
285 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...
580 Views
Thoughts On Swire Properties (1972 HK)'s Buyback
I prefer Swire Pac here over Prop; but not at these lofty implied stub/simple ratio levels. The kicker for Pac is a material change in Cathay's...
305 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...
389 Views