Hang Lung: Facing China Wealth Erosion and A Structural Retail Consumption Reset
We think Hang Lung is facing a perfect storm: the significant wealth erosion in China from property price collapse and a structural retail...
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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...
124 Views
Hang Lung's Strategic Turnaround: Appointment of New CEO Likely Leads to Asset-Light Pivot
The Adriel Chan and Leo Tsoi era marks a radical shift from traditional landlord to consumer-obsessed retail operator, prioritizing digital loyalty...
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Increasing HK Duty Free Quota: The Beneficaries
Potential increase in duty-free quota for mainland visitors to Hong Kong to benefit retail sectors, with Luk Fook as the top jewellery play, Sa Sa...
602 Views
Soundwill Holdings (878 HK): Foo Family’s Offer at HK$8.50
While the offer is light compared to peer multiples, it is attractive compared to historical trading ranges. A low AGM minority participation rate...
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