StubWorld: First Pacific (142 HK) Looking Stretched
MPIC's deep value is being extrapolated. However, this development adds yet another listed company. First Pac''s valuations appear full. The...
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BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
Since our insight on 1st Pac last Sept., the stock has gained 33%. Company had solid 2024 results. MPIC, the undervalued Phil./Indonesia...
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First Pacific (142 HK): Even More Value In The Stub
First Pac's NAV discount has narrowed, and trading around multi-year lows. There is clear value in the NAV. And trading volume is up. But absent a...
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HONG KONG ALPHA PORTFOLIO - Introduction
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha. Stocks are chosen from those highlighted in our...
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HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
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