Primer: CK Hutchison Holdings (1 HK) - Oct 2025
CK Hutchison is a global conglomerate with leading positions in ports, retail, infrastructure, and telecommunications, offering significant...
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HONG KONG ALPHA PORTFOLIO: (November 2025)
We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...
394 Views
Weekly Deals Digest (03 Aug) - CK Hutchison, Joy City, HKBN, Fujitec, Krosaki Harima, NSDL
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
555 Views
Last Week In Event SPACE: CK Hutch, GMO Internet, Prosus/Meituan, Piedmont Lithium
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
1.4k Views
CKH (1 HK): Intervention Seeds Participation
CKH is cheap at 0.38x P/B. CKH is a long-term outright buy. CKI's market cap is up (only) US$7bn since the port deal was announced, just 37% of the...
700 Views