Shangri-La Asia (69 HK): Stay Safe
Based on the average price to book - pre-COVID - I would expect around 33% upside from here, or HK$10.80/share, where it traded as recently as May...
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Jinmao Hotels (6139 HK) In The Cross Hairs
After gaining ~40% in the three trading days to close last week, Jinmao Hotel & Jinmao (China) Hotel Investments and Management Limited (6139...
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StubWorld: The Jardine Maths Over Strategic
This week in StubWorld ... The Jardine Matheson Hldgs (JM SP) / Jardine Strategic Hldgs (JS SP) ratio is back down to its long-term average -...
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Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
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Last Week in Event SPACE: FamilyMart, Monex, Investa, Seven, Adeka, HK & Shanghai Hotels
Last Week in Event SPACE ... The MSCI A Share Phase II inclusion could be a damp squid There will be no near-term selldown in Familymart Uny...
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