Matheson's Motive For Avoiding MAND's Dissentient Shareholders
I see MAND trading at 2.1%/6.9% gross/annualised - assuming late Feb 2026 payment. That's not exciting. I prefer Matheson here.
1.8k Views
Henlius (2696 HK): So, When Was The Last Time A PE/VC Outfit Blocked A Deal?
PE and/or a VC outfit blocking deals are rare. Which may suggest LVC doesn't want that moniker. You could therefore, extrapolate that line of...
1.1k Views
Hong Kong Property: In Need Of A Good Story
Upgrading and flight-to-quality in the office space has the affect of lifting occupancy in new projects; however such activity largely foreshadows...
444 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.3k Views
New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
5.9k Views