HK Strategy: Rate Hike Exposure - Fixed & Floating Rate Debt Analysis
With the US$ rate likely to trend higher over the next 12 months, the HSI constituent stocks with elevated gearing and floating-rate debt, like...
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Galaxy Entertainment (27 HK): 75% Payout, Halved Capex, Flat Share — The Trade Into Easy Sep Comps
Earnings flat, capex halved, payout to 75%, share parked at 20%. Stock unchanged. FV HK$37 held on FY27E; buy the shoulder into easy Sept/Oct...
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Asian Equities: Model Portfolio - We Reshuffle India, Add Malaysia; Korea Remains Biggest Overweight
Our Portfolio outperformed MXASJ since last reshuffle & since inception, driven by KR, TW & IN. We include reasonably valued stocks with strong...
459 Views
Galaxy Entertainment Group (27 HK): The Balance Sheet the Market Forgot to Price
Galaxy Entertainment Phase 4 expansion in Macau funded with HK$35.0bn net cash, strong fundamentals show potential for growth despite share price...
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Technically Speaking, Breakouts and Breakdowns: HONG KONG (SEPTEMBER 23)
Hong Kong tech sector is key to lead the market higher. Lower volatility & decreased short selling volume provide tailwinds for HSTECH index. Sands...
587 Views