Mandarin Oriental - Making Room
Mandarin Oriental Intl Ltd (MAND SP) is up 39% since June 5th after announcing it is reviewing the long-term strategic options for the Excelsior...
550 Views
Great Eagle - Out of Place
Great Eagle Holdings Ltd (41 HK) ("GE") has recently disconnected with 65.5%-held Champion Reit (2778 HK), worth 81% of GE's market cap and ~48% of...
515 Views
StubWorld: The Framework
Over the last decade in my research, I have compiled a list of many hundreds of parent vs holding relationships (often called "stubs"), with at...
409 Views
Wheelock Properties - To Privatise or Not
The rumour mill speculating on the privatisation of Wheelock Properties (S) Ltd (WP SP) is again doing the rounds. The stock is up around 10% in...
646 Views
HTHK (215 HK) Looking to Sell Fixed Line. This Can Release Value for Shareholders. TP Raised.
This is an update of the previous note as there have been developments in releasing value in Hutchison Telecommunications HK (215 HK) (HTHK)....
336 Views