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Hongkong & Shanghai Hotels (45 HK)
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18
Analysis
Consumer Discretionary
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Hong Kong
The Hongkong and Shanghai Hotels, Limited, through its subsidiaries, operates and manages hotels, food, beverage outlets, and clubs. The Company also invests in properties.
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bullish
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Mandarin Oriental International
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21 Nov 2022 17:52
Mandarin Oriental (MAND SP): Life Is Suite
Mandarin Oriental is trading cheap at 0.7x P/B against 1.8x on average (5 years) pre-Covid. Business will continue to improve from here. The...
David Blennerhassett
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596 Views
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bullish
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Shangri-La Asia
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07 Mar 2022 08:43
Shangri-La Asia (69 HK): Let's Go, What Are You Waiting For?
Shangri-La Asia has benefited from China's domestic tourism recovery, and we expect this will be followed by better tourist flow outside of China...
Osbert Tang, CFA
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287 Views
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bullish
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Hongkong & Shanghai Hotels
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18 Jan 2022 11:29
HK&S Hotels (45 HK): Kadoories Mop Up Someone Else's Mess
The Kadoorie family is paying HK$2.63bn to increase its holding to 72.43% from 59.98%. What is conveniently left out of the announcement, is the...
David Blennerhassett
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317 Views
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bullish
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BHP Group Ltd
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16 Jan 2022 09:00
Last Week in Event SPACE: BHP Group, Crown Resorts, 51job, Hitachi, Razer Inc
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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402 Views
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bullish
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Angelalign Technology
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22 Jun 2021 12:35
HSCI Index Rebalance & Stock Connect: Expected Changes in September
Currently we see 28 potential inclusions & 22 deletions from the HSCI at the Sep rebalance. Most of the inclusions will join Stock Connect while...
Brian Freitas
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481 Views
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