HK CEO & Director Dealings (15 Mar 2024): Sino Land, Hysan, FE Consortium, Champion REIT, Dongyue
The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flag those companies where...
554 Views
Sino Land (83 HK) – a HK/CN Developer with Net Cash, but No Catalysts. Likely Remain as Value Trap
Sino Land is a HK/China developer with both DP and IP business. It has strong balance sheet with net cash. However we view there is a lack of...
548 Views
Stamp Duty Relief For Hong Kong Foreigners. But Wait ...
Lifting the stamp duty may firm home prices but certainly won't propel price growth. The impact on sales of mass residential projects will be...
657 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...
493 Views
Anjuke Pre-IPO - Mixed (Positive and Negative) Developments
Anjuke, a real estate information and transaction service provider, is looking to raise around US$1bn in its Hong Kong listing. The company is a...
545 Views