Can Innovation labs be assessed to pick stocks for your portfolio?
Companies across different industries are building Innovation centers in Singapore, Hong Kong and other cities across Asia and the rest of the...
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Hutchison Whampoa Restructuring: Next Move for Watson's?
The announced restructuring of Cheung Kong Limited and Hutchison Whampoa Limited has been well received on the HKEx. Hutchison shares have rallied...
654 Views
Conch Venture (586 HK): Interesting Angles, yet Undervalued
​Conch Venture is undervalued at a 59% NAV discount, with a valuable holding in Anhui Conch Cement and promising new energy segments. It also...
715 Views
China Everbright Env (257 HK): An Underappreciated Beneficiary
​CEE is poised to benefit from a lower local government debt burden on increased fiscal support, with improved cash flow, accelerated project...
523 Views
StubWorld: Both CCV (586 HK) And Anhui Conch Come Off The Boil
I'm disinclined to set up the stub here. CCV's share price movement remains tethered to Anhui Conch. And I don't believe China's real estate...
474 Views