It's Been Time to Revisit Li & Fung in Recent Weeks
In this piece I want to discuss the shifting perceptions of Li & Fung Ltd (494 HK). What was wrong with the Company and how changes are now...
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'GLP Wannabe' China Logistics Property Holdings: Still Some Concerns Post H1 Results, Unfortunately
After Global Logistic Properties Ltd (GLP SP) was sold at a rich valuation in July, we decided to revisit China Logistics Property Holdings Co Ltd...
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Li & Fung Continues to Be Undervalued Despite the Share Price Spike
No-moat Li & Fung Ltd (494 HK)'s earnings beat was not all due to the speed initiatives and improvement in the consumer sector in the U.S. that...
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Given an Innovate or Die Bent, Li & Fung Deserves the Benefit of the Doubt; Shares a Bit Undervalued
We came back from Li & Fung’s investor day with more optimism after learning about the no-moat company’s sensible plan to radically transform...
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Proposed Sale of 49% of Singapore Mall Could Bring $3.3 Billion in Cash to LVS Japan War Chest
Las Vegas Sands Corp (LVS US) Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly...
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