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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Last Week in Event SPACE: Singapore Air, Softbank, DP World, Hitachi Chem, Naspers/Tencent, Renault
Last Week in Event SPACE ... Singapore Airlines (SIA SP) announces a substantial rights/MCB issue. If you are an arb, look to own the borrow....
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The Privatisation Of Hong Kong Godfathers
The privatization of Hopewell Holdings (54 HK) (discussed in Hopewell's Egregiously Bad Offer, But What Can You Do?) was somewhat of a sea change...
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StubWorld: 2019, In Charts
A double-dose of StubWorld this week, in one insight, as I summarise the performance of a basket of Holdcos year-to-date; and a quick summary of...
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Hong Kong Value Names: Short Term Rally
Carrie Lam has announced that the government will withdraw the extradition bill, a move that is expected to cheer the stock market. In this report,...
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