Regal REIT (1881 HK) Is Dirt Cheap At 0.1x P/B. Sells Asset At 0.8x P/B.
Liquidity is a major issue. Given the bombed out P/Bs, now seems an opportune time for Lo Yuk-sui to privatise companies up & down the vertical...
365 Views
Langham Hospitality Investments (1270 HK): Great Eagle (41 HK)’s Possible Scheme Privatisation
Our methodology for triangulating the potential offer price results in a range of HK$0.63-1.76. Our best guess is an offer of around HK$0.85, a 47%...
1.1k Views
New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
6k Views
Hong Kong Beats Moody's but Loses Big
On March 31, Hong Kong’s Securities and Futures Appeals Tribunal largely upheld the findings of the Securities and Futures Commission (SFC) against...
572 Views
Moody's Vs SFC - A Dark Day for Hong Kong?
I have had the highest respect of SFCÂ but it may be a dark day for those who engage in the practice of financial research and due diligence with...
666 Views