ENTITY
Wharf Holdings

Wharf Holdings (4 HK)

132
Analysis
Real Estate • Hong Kong
The Wharf (Holdings) Limited, through its subsidiaries, develops and invests in real estate properties. The Company also owns and manages hotels and operates logistics business. In addition, the Wharf operates telecommunication business, cable television, and Internet-related businesses.
more
bearish•Wharf Holdings
•17 Nov 2017 08:52

Investment Properties in China Will Power Growth for Wharf, but Other Initiatives Unclear

We revise our rating for Wharf from narrow moat to no-moat due to the demerger. The firm spun off its moaty Hong Kong, or HK, investment property...

Share
bullish•Smartkarma
•15 Nov 2017 08:17

StubWorld - Set-Up & Unwind Extremes: Wheelock, JCNC, Swire

This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...

Logo
297 Views
Share
bullish•Smartkarma
•12 Nov 2017 08:21

This Week in Event SPACE - Qualcomm, Oi SA, SamE's Prefs, Renault, Kingboard, Wharf

This week, Broadcom Corp (BRCM US)'s offer for Qualcomm Inc (QCOM US) does not compute; Oi SA (OIBR4 BZ)'s debt entitlements are a drag on forward...

Logo
325 Views
Share
bullish•Wharf Holdings
•06 Nov 2017 18:27

Buying Wharf's Bull Triangle

Our tactical stance on HK property has called for an underperform (pair short on the property sector/SHK). We are keen to buy back mainland...

Share
bullish•Smartkarma
•03 Nov 2017 12:55

StubWorld - Set-Up & Unwind Extremes: Orion Holdings, AVIC

This week I briefly look at recent bifurcations in Orion Holdings Corp (001800 KS), Avic International Holdings Ltd (161 HK), amongst others.These...

Logo
352 Views
Share
x