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Hang Lung (10 HK)
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84
Analysis
Real Estate
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Hong Kong
Hang Lung Group Limited, through its subsidiaries, invests in and develops properties. The Company also owns and manages hotels, provides financial services, and operates parking lots.
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bullish
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First Pacific Co
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25 Jun 2019 10:10
TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) with a 5.33% return on gross notional over roughly six months, equating to...
Curtis Lehnert
535 Views
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bullish
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Tokyo Electron
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02 Jun 2019 08:17
Last Week in Event SPACE: Renault/Fiat, Tokyo Electron, Vocus, Sanyo Chem, Glow Energy, PCCW
Last Week in Event SPACE ... No mangalores, but it is difficult to understand how Jean-Dominique Senard would agree to an implied number which...
David Blennerhassett
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596 Views
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bearish
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First Pacific Co
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29 May 2019 09:33
TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
Curtis Lehnert
657 Views
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bearish
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PCCW Ltd
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28 May 2019 14:53
StubWorld: More Misery For PCCW As Index Re-Bal Weighs
This week in StubWorld ... PCCW Ltd (8 HK)'s continued underperformance relative to HKT Ltd (6823 HK) may be due in part to MSCI Hong Kong Index...
David Blennerhassett
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647 Views
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bullish
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Jardine Cycle & Carriage
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21 May 2019 05:41
StubWorld: JCNC In Unwind Territory As Astra's Bank Stake Stalls; Poor Stub Results Send Ayala Lower
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP)'s NAV discount narrows after negotiations to sell Astra International (ASII...
David Blennerhassett
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786 Views
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