CK Infra (1038 HK): London Calling
CKI announced it is considering a second listing on an overseas exchange such as London. But a dual primary listing, or a secondary listing? The...
381 Views
Jardines Bumps JCNC Stake Post MSCI Deletion
Jardine Matheson clears 83% in JCNC, up from ~78% at the beginning of the year. I see JCNC's NAV PREMIUM at 17%, down from a recent high of 29%....
831 Views
Hong Kong Property: In Need Of A Good Story
Upgrading and flight-to-quality in the office space has the affect of lifting occupancy in new projects; however such activity largely foreshadows...
213 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
287 Views
Hang Lung Group: Ronnie Makes Way For Adriel
At 0.14x P/B, its all-time low, HLG is cheap, and an outright buy could be considered. Yet Hong Kong property developers face a tough 2024 amid...
458 Views