Li & Fung Continues to Be Undervalued Despite the Share Price Spike
No-moat Li & Fung Ltd (494 HK)'s earnings beat was not all due to the speed initiatives and improvement in the consumer sector in the U.S. that...
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Given an Innovate or Die Bent, Li & Fung Deserves the Benefit of the Doubt; Shares a Bit Undervalued
We came back from Li & Fung’s investor day with more optimism after learning about the no-moat company’s sensible plan to radically transform...
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Proposed Sale of 49% of Singapore Mall Could Bring $3.3 Billion in Cash to LVS Japan War Chest
Las Vegas Sands Corp (LVS US) Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly...
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China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
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Watches 2016 and Beyond: How Will Asia Move from Here?
Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...
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