Mandarin Oriental (MAND SP): Life Is Suite
Mandarin Oriental is trading cheap at 0.7x P/B against 1.8x on average (5 years) pre-Covid. Business will continue to improve from here. The...
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Wheelock's Scheme Document, Key Dates
Wheelock (20 HK) is one of the largest property developers in Hong Kong. As a reminder, on 27 February, the Woo family announced a privatisation...
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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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StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
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StubWorld - Set-Up/Unwind Extremes: Japan Post, Wheelock (6 Sept 2017)
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP) and Wheelock & Co Ltd (20 HK).These...
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