Economy/Covid-19/Hong Kong/China-USA/Hainan
China News That Matters Beijing relies on Western-style monetary policy Wuhan declared free of coronavirus Don’t diss the anthem; or remember...
281 Views
Swire (19 HK) Trading Cheap. Heading Cheaper On Cathay Woes
Swire Pacific (A) (19 HK)'s discount to NAV of 40% is around its all-time low. The implied stub, stripping out its 82% holding in Swire Properties...
514 Views
StubWorld: Respite For Swire's Bs Amidst Cathay's Hard Landing
This week in StubWorld ... Swire's discount to NAV, like any number of Holdcos, has widened dramatically YTD. Swire is "cheap" versus Swire...
385 Views
Shorts Target Hong Kong Real Estate
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 March 2020.Total short...
363 Views
Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
357 Views