Holdcos: Charts Amongst The Carnage. Part 2. Hong Kong, Taiwan and ROA
This is the second of two insights which cover the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets,...
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Wharf Holdings & Wharf REIC - Collateral Damage of Wheelock Privatisation
On 27 February, Wheelock (20 HK) announced a proposal to privatise the company by distributing its equity holdings in Wharf Holdings (4 HK) and...
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Sun Hung Kai – Time to Start Accumulating
Home Prices Expected to Bottom Sometime In February 2020. Social Unrest Expected to Abate in 2020. Reversal In Property Measures Could Act As...
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HK Property Relief Points and Sell Levels
Hong Kong property has seen a degree of short covering and the current recovery rise at this stage appears corrective in nature. We outline turn...
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New Worlds' Land "Donation"
"New World Development donates 3m square meters of agri land". "New World donates 3 million square feet of land". Just two local media headlines...
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