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CK Hutchison Holdings (1 HK)
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270
Analysis
Industrials
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Hong Kong
CK Hutchison Holdings Limited holds all of the non-property businesses of the Cheung Kong Group and the Hutchison Group, including ports and related services, telecommunications, retail, infrastructure, energy, and movable assets leasing operations.
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bearish
•
Thematic (Sector/Industry)
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01 Jun 2020 07:21
Hong Kong Port Sector: Impact of US Removing Preferential Customs Treatment
The likely removal of preferential treatment to Hong Kong as a separate customs and travel territory by the US will have negative impact on HK port...
Osbert Tang, CFA
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482 Views
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bullish
•
Singapore Airlines
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29 Mar 2020 08:00
Last Week in Event SPACE: Singapore Air, Softbank, DP World, Hitachi Chem, Naspers/Tencent, Renault
Last Week in Event SPACE ... Singapore Airlines (SIA SP) announces a substantial rights/MCB issue. If you are an arb, look to own the borrow....
David Blennerhassett
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494 Views
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bullish
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Henderson Land Development
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25 Mar 2020 13:01
The Privatisation Of Hong Kong Godfathers
The privatization of Hopewell Holdings (54 HK) (discussed in Hopewell's Egregiously Bad Offer, But What Can You Do?) was somewhat of a sea change...
David Blennerhassett
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882 Views
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bearish
•
Thematic (Sector/Industry)
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10 Mar 2020 05:54
The European Response to COVID 19 and the Feedback Loop to Asia.
The closure of the Lombardy region - the powerhouse of the Italian economy - and other Italian regions has led a shockwave around the world. We...
Mark Artherton, CFA
318 Views
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bullish
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Hutchison China MediTech Ltd
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22 Jan 2020 18:02
Hutchison-China Meditech Placement: Catalysts to Expect but Keep Overhang in Mind
HCM, a leading China biotech company, filed a prospectus to sell USD 110 million of ADS. We have covered the company's fundamentals for its Hong...
Ke Yan, CFA, FRM
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592 Views
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