Equity Long/Short Analyst. Ex-China Property IR

Viki W.K. Li

Equity Bottom-Up

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<p><strong><a href="https://www.smartkarma.com/entities/19599" target="_blank" data-smartkarma-citation="entities:19599:1">Hopefluent Group Holdings Ltd (733 HK)</a> | LONG</strong></p>
<p><strong>Trading at 1x ex-cash PE with catalysts to unlock value</strong></p>
<p><strong>Despite its low profile, Hopefluent is the third largest property sales agency in Mainland China that has been benefitting from the growth of both primary and secondary sales, is cash rich and trading at 1x ex-cash PE. Perfect for investors who regret being bearish in China property and do not feel comfortable buying highly-geared Mainland developers.</strong></p>
</div><h2><strong>The four business segments</strong></h2><p>While most bullish…</p>


Hopefluent Group Holdings Ltd (733 HK) | LONG
Trading at 1x ex-cash PE with catalysts to unlock value
Despite its low profile, Hopefluent is the third largest property sales agency in Mainland China that has been benefitting from the growth of both primary and secondary sales, is cash rich and trading at 1x ex-cash PE. Perfect for investors who regret being bearish in China property and do not feel comfortable buying highly-geared Mainland developers.
The four business segmentsWhile most bullish…

Hopefluent (733.HK) Trading at 1x Ex-Cash PE with Catalysts to Unlock Value