We Need To Talk About New World (17 HK)
Avoid NWD. Landlords need to materially reduce rents to kickstart the retail sector. That translates to more impairment losses. And further woes...
454 Views
New World Dev (17 HK): Board Games
I'd avoid NWD. While refreshing to see a HK property conglomerate run by someone outside its founding family, it's not clear what new innovation Ma...
334 Views
Last Week in Event SPACE: Keisei Electric /Oriental Land, SingTel, Alumina/Alcoa, Li Ning
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
371 Views
HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE Consortium, Champion REIT, Dongyue
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...
448 Views
Last Week in Event SPACE: Outsourcing, Boral, Itoki, CIMC Vehicle, Dissentient Shareholder Rights
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
458 Views