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Hutchmed China Ltd (13 HK)
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177
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Industrials
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Hong Kong
HUTCHMED (China) Limited develops, manufactures, and sells pharmaceutical products. The Company offers drugs for oncology and autoimmune diseases treatment. HUTCHMED (China) markets its products worldwide.
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bearish
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Link REIT
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19 Apr 2021 05:59
Link REIT – Cash Burning Holes
LINK REIT: Negative rental reversion rates and tenant sales persist in Hong Kong, negative revaluation of property continues. Link is hellbent on...
Thomas J. Monaco
230 Views
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bearish
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Link REIT
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25 Feb 2021 05:36
Link REIT – Same Old, Same Old
LINK REIT: Link is acquiring a 50% stake in Qibao Vanke Plaza (QVP) in China. Its unclear if the numbers make sense given the variables, the lack...
Thomas J. Monaco
217 Views
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bearish
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Link REIT
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10 Nov 2020 07:55
Link REIT – Bread and Butter Melting
LINK REIT: Almost Nothing Is Going Right For Link REIT. Rental Reversion Rates Weakening In Hong Kong; FV Marks Remain Negative; and Capital...
Thomas J. Monaco
214 Views
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bearish
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Link REIT
•
12 Oct 2020 05:15
Link REIT – Weak Results Preview
*Weak Numbers Expected: Link REIT (823.HK) [Link] hosted a pre-blackout investor presentation on Oct 8, 2020.The outcome was generally a negative...
Thomas J. Monaco
217 Views
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bullish
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Cross Asset Strategy
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01 Jun 2020 16:23
The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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371 Views
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