Primer: Miramar Hotel & Investment (71 HK) - May 2026
Prime Asset Portfolio at a Deep Discount: Miramar's core strength lies in its high-quality, well-located hotel and investment property...
89 Views
China Travel Intl Inv (308 HK): Assessing the Spin-Off
CTII's spin-off of CTG HK and Macao Culture and Tourism enhances value and clarifies business separation. CTCT is valued at HK$2.7bn, giving the...
84 Views
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...
5.9k Views
StubWorld: Buoyant Henderson As Hong Kong Eases Covid Rules
Henderson's stake in HKCG is a weak stub - accounting for ~47% of market cap, but ~14% of GAV. But I think Henderson has more to run here. Its P/B...
536 Views
Japan - Jump in Shorts Led By Fast Retailing (9983 JP)
The short notional in the market for the data released 18 February is US$24.74bn (up by US$460mm excluding FX movements) with the largest short...
542 Views