StubWorld - Set-Up & Unwind Extremes (25 Aug 2017)
This week I briefly look at recent bifurcations in China Unicom Hong Kong Ltd (762 HK) and Henderson Land Development (12 HK), amongst others.These...
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Mandarin Oriental - Making Room
Mandarin Oriental Intl Ltd (MAND SP) is up 39% since June 5th after announcing it is reviewing the long-term strategic options for the Excelsior...
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Developer Stocks Not Likely to Be Affected by New Prudential Measures
The Hong Kong Monetary Authority announced its eighth round of prudential measures targeting mortgage lending. Two of the measures will directly...
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Prime Land Plot Acquisition on the Expensive Side, Despite a Strong Hong Kong Office Market
Henderson Land Development has won the tender for the Murray Road parking garage in Central Hong Kong. This is the first government site in Central...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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