bullish
StubWorld: Swire Is "Rich" To Cathay; And Cathay "Cheap" To Air China
376 Views16 Apr 2025 15:10
At these NAV discount levels, I might look to set up the stub, and short Swire Props, which accounts for ~90% of Swire Pac's mkt cap. The ongoing pushback is Swire's exposure to HK's property market.
What is covered in the Full Insight:
- Introduction to Swire and Cathay Relationships
- Current Market Conditions for Cathay
- Valuation Analysis of Cathay
- Swire Pacific's Financial Overview
- Conclusions and Investment Considerations
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