Investment Properties in China Will Power Growth for Wharf, but Other Initiatives Unclear
We revise our rating for Wharf from narrow moat to no-moat due to the demerger. The firm spun off its moaty Hong Kong, or HK, investment property...
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StubWorld - Set-Up & Unwind Extremes: Wheelock, JCNC, Swire
This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...
208 Views
This Week in Event SPACE - Qualcomm, Oi SA, SamE's Prefs, Renault, Kingboard, Wharf
This week, Broadcom Corp (BRCM US)'s offer for Qualcomm Inc (QCOM US) does not compute; Oi SA (OIBR4 BZ)'s debt entitlements are a drag on forward...
208 Views
Buying Wharf's Bull Triangle
Our tactical stance on HK property has called for an underperform (pair short on the property sector/SHK). We are keen to buy back mainland...
162 Views
StubWorld - Set-Up & Unwind Extremes: Orion Holdings, AVIC
This week I briefly look at recent bifurcations in Orion Holdings Corp (001800 KS), Avic International Holdings Ltd (161 HK), amongst others.These...
216 Views