Last Week in Event SPACE – Sinoma, Toshiba, Mandarin Oriental, Lattice
This week, China National Building Material Co Ltd (3323 HK) and China National Materials Company Limited (1893 HK) finally reach a concrete...
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Financials Also Very Cheap in Hong Kong / Deep Value Screen....
We decided to to move away from Japan look at a different region, mainly because I got tired of Financials dominating all of my Value screens....
306 Views
Developer Stocks Not Likely to Be Affected by New Prudential Measures
The Hong Kong Monetary Authority announced its eighth round of prudential measures targeting mortgage lending. Two of the measures will directly...
264 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
734 Views