Primer: CK Asset Holdings (1113 HK) - Sep 2025
CK Asset Holdings is a globally diversified property and infrastructure company, with a significant portion of its assets and revenues now...
39 Views
Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)
HK Finance Secretary has introduced the 2024-2025Â Budget. All "spicy measures" (property cooling measures) are now lifted. This should push the...
677 Views
China & HK: Underowned?
Over 3/4 of Global equity managers are underweight China. Average weights sit at the bottom of the 10 year range, with 18% of funds holding no...
1.4k Views
Santos (STO AU): Why FIRB Should Block ADNOC's Takeover
Santos Ltd (STO AU) dives ~11% after Abu Dhabi walks away, two days before a formal deadline. "Sensationally ended", as The Australian words it? I...
1.1k Views
Hong Kong Buybacks Weekly (May 26th): Tencent, AIA, CK Asset
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
602 Views