bullish

Times Neighborhood (9928 HK): China Property Play With High Margin of Safety

Steve has highlighted this Insight as a Top Pick
814 Views29 Jun 2023 16:08
A China property play with high margin of safety, that could significantly benefit from a return of interest in the sector due to potential favorable policies.
Boomeranged on Tue, 25 Jul 2023 20:14
Catalyst no. 2 - favorable policy - has taken place.  The very top has changed tone on China property based on yesterday's China Politburo meeting.  High return low risk play on China property.   More upside remains.
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Steve
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Consumer Discretionary & Consumer StaplesEquity Bottom-UpThematic (Sector/Industry)
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