StubWorld: Hang Lung Group (10 HK) Back To Buy Levels; BYD Coming Up "Cheap"
This week in StubWorld ... Preceding my comments on Hang Lung & BYD (1211 HK) are the weekly setup/unwind tables for Asia-Pacific...
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StubWorld: Keisei Electric And Taking The Mickey. Plus First Pac and Swire.
This week in StubWorld ... With Tokyo Disneyland opening tomorrow, Keisei Electric Railway Co (9009 JP) is coming up "expensive" on the stub...
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StubWorld: Hang Lung Group (10 HK) Is A Buy
This week in StubWorld ... Hang Lung (10 HK)'s 58% stake in Hang Lung Properties (101 HK) currently accounts for 217% of its market cap, up...
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Link REIT: Options Amidst Retail Pain
Link REIT (823 HK), Hong Kong's largest listed REIT, has not avoided the uncertainties generated by COVID-19. Its current P/B of 0.75x compares to...
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StubWorld: Wheelock's NAV (Unjustly) Narrows; A Case For Naspers' NAV To (Further) Narrow
This week in StubWorld ... Wheelock (20 HK)'s outperformance relative to peers and the HSI is challenging to justify; more so after a property...
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