Primer: Hongkong Land (HKL SP) - Oct 2025
Strategic Pivot to Drive Future Growth: Hongkong Land is undergoing a significant strategic shift, exiting the 'build-to-sell' residential...
206 Views
Asian Equities: Rebalancing Our Model Portfolio - More to India and ASEAN
Our Model Portfolio has risen 17% since inception, same as MXASJ. Drops in tech & defense stocks drove recent underperformance. We adjust our...
295 Views
Matheson's Motive For Avoiding MAND's Dissentient Shareholders
I see MAND trading at 2.1%/6.9% gross/annualised - assuming late Feb 2026 payment. That's not exciting. I prefer Matheson here.
1.4k Views
Hongkong Land: Exchange Square Sale Would Be BIG News. (If True)
Reportedly two PRC firms and a mainland bank intend to acquire Hongkong Land''s Three Exchange Square. HKL said the rumor is pure speculation....
709 Views
JCNC's Logic-Defying Valuation
There is no apparent justification for the current level. Expect Matheson to chip away at minorities. But a full-blown Offer appears unrealistic....
1.1k Views