Shangri-La Asia (69 HK): Let's Go, What Are You Waiting For?
Shangri-La Asia has benefited from China's domestic tourism recovery, and we expect this will be followed by better tourist flow outside of China...
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Link REIT: Options Amidst Retail Pain
Link REIT (823 HK), Hong Kong's largest listed REIT, has not avoided the uncertainties generated by COVID-19. Its current P/B of 0.75x compares to...
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StubWorld: The Jardine Maths Over Strategic
This week in StubWorld ... The Jardine Matheson Hldgs (JM SP) / Jardine Strategic Hldgs (JS SP) ratio is back down to its long-term average -...
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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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AMTD International (尚乘国际) IPO Review - Still an Avoid
AMTD International Inc (HKIB US) is looking to raise up to US$176m in its upcoming IPO in the US. We have previously covered the company in: AMTD...
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