CR Mixc Lifestyle (1209 HK) – 1H23 Earnings Beat with Surprise in Dividend
The beat was due to 1.5ppts improvement in GPM to 33.2% powered by scale effect in shopping mall and office building segment.
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Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
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Midea Real Estate (3990 HK): An In-Specie Distribution to Unlock Value
After the distribution of the asset-heavy business, Midea RE will remain listed as an asset-light business, estimated to be worth HK$1.93. The...
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Onewo (2602 HK): Major Share Repurchase Mandate Announced (Up To HKD5.8bn, 20% Of Current MKT CAP)
Onewo (2602 HK), a leading China property management company, announced a major share repurchase mandate last night. The company intends to...
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HK Strategy: To Sell or Not to Sell, that Is the Question
HSI surges by 19.4% nearing the 20,000 resistance, potential profit-taking names include Meituan, Tencent, Haidilao, and ENN Energy due to strong...
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