Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
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Mandarin Oriental (MAND SP): Life Is Suite
Mandarin Oriental is trading cheap at 0.7x P/B against 1.8x on average (5 years) pre-Covid. Business will continue to improve from here. The...
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Wheelock's Scheme Document, Key Dates
Wheelock (20 HK) is one of the largest property developers in Hong Kong. As a reminder, on 27 February, the Woo family announced a privatisation...
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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,...
718 Views
StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
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