Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

Thematic (Sector/Industry)

Hong kong Industrials / Thematic (Sector/Industry)

<p>This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal for O2 in the works, a Watson's listing or sale could be a source of permanent funding for this transaction. As an entity with its own currency, Watson's could accelerate its expansion program. The same is true if a retailer with global ambitions buys control.</p>

This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal for O2 in the works, a Watson's listing or sale could be a source of permanent funding for this transaction. As an entity with its own currency, Watson's could accelerate its expansion program. The same is true if a retailer with global ambitions buys control.

Canvest Environmental Protection Group (1381 HK)

China High Speed Transmission Equip Grp (658 HK)

Tech Pro Technology Development (3823 HK)

China Metal International Holdings (319 HK)

Transport International Holdings Ltd (62 HK)

China State Construction Development (830 HK)

Changan Minsheng Apll Logistics (1292 HK)

Chu Kong Shipping Enterprises(Grp) (560 HK)

Jimei International Entertainmnt Grp (1159 HK)

Prosperity Int'L Holdings (H.K.) (803 HK)

China Energine International Holdings (1185 HK)

Yuexiu Transport Infrastructure (1052 HK)

Vision Fame International Holding (1315 HK)

Freetech Road Recycling Technology Hold (6888 HK)

Eva Precision Industrial Holdings (838 HK)

Jinchuan Group International Resources (2362 HK)

Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two