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...
732 Views
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...
525 Views
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...
680 Views
Last Week in Event SPACE: NTT/Docomo, Dena, Nexon, Harbin Electric, Advanced Disposal, DSV
Last Week in Event SPACE ... While the NTT Docomo Inc (9437 JP) buyback appears to have the possibility of a greater market impact for longer,...
748 Views
StubWorld: Great Eagle Tests Post-GFC Lows
This week in StubWorld ... Great Eagle Holdings (41 HK) is cheap, at an all-time low (outside the GFC) versus Champion REIT (2778 HK), and should...
862 Views