Great Eagle - Out of Place
Great Eagle Holdings Ltd (41 HK) ("GE") has recently disconnected with 65.5%-held Champion Reit (2778 HK), worth 81% of GE's market cap and ~48% of...
510 Views
StubWorld: The Framework
Over the last decade in my research, I have compiled a list of many hundreds of parent vs holding relationships (often called "stubs"), with at...
406 Views
Wheelock Properties - To Privatise or Not
The rumour mill speculating on the privatisation of Wheelock Properties (S) Ltd (WP SP) is again doing the rounds. The stock is up around 10% in...
642 Views
HTHK (215 HK) Looking to Sell Fixed Line. This Can Release Value for Shareholders. TP Raised.
This is an update of the previous note as there have been developments in releasing value in Hutchison Telecommunications HK (215 HK) (HTHK)....
333 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.2k Views