Last Week in Event SPACE: Softbank, OZ Minerals, Lifestyle, Nexon, Magic Empire, Swire Pacific
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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GEM Weekly (12 Aug 2022): China Inflation, Malaysia GDP; Baidu, Samsung Electronics, Alibaba, Naver
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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China Tourism Group A/H Listing - Discount Is Enticing at the Low-End
China Tourism Group Duty Free Corporation Limited (CDF) aims to raise around US$2.5bn in its H-share listing in Hong Kong. In this note, we talk...
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HSI Index: Longfor, Alibaba, Ping An, and Tencent
The carnage in China and some Hong Kong real estate and property management companies and financials went largely unnoticed.
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Swire A/B (19 HK / 87 HK)'s BIG Buyback Programme
I continue to tilt bullish on Swire Pac. ~45% discount is unreasonably wide given its tendency to historically trade in the low-to-mid twenties....
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