StubWorld -Â Hang Lung, CK Hutch
This week ... Hang Lung Group Ltd (10 HK) closed at a 52-week price low and is approaching a multi-year low against Hang Lung Properties Ltd (101...
411 Views
No Major Surprises (Not Even Mr. Li Ka Shing's Exit) From CK Hutchison, FVE Rises to HKD 124
CK Hutchison Holdings Ltd (1 HK)'s, or CKHH's, 2017 result is in line with expectations and even the announcement of founder Mr. Li Ka Shing's...
222 Views
Realizing Its Potential Breakup Value Lifts Our CK Hutchison FVE to HKD 120
A shift in our valuation of CK Hutchison Holdings Ltd (1 HK)--from a DCF-only methodology to one that incorporates a sum-of-the-parts total...
286 Views
StubWorld - Set-Up/​Unwind Extremes: Japan Post, Wheelock (6 Sept 2017)
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP) and Wheelock & Co Ltd (20 HK).These...
344 Views
Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
206 Views