Swire Pacific (19 HK): Synthetic Expert Call Transcript (11 Aug 2026)
Cathay Pacific Equity Tactics: Swire Pacific manages its NAV discount of 30% to 35% through targeted tactical divestments—such as the HK$1.8...
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Primer: Swire Pacific (87 HK) - Aug 2026
Swire Pacific is a well-diversified conglomerate with high-quality core assets in property and a resilient beverage business, offering exposure...
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HONG KONG ALPHA PORTFOLIO: (January 2026)
At the end of January, we began to move out of materials and tech and into early cycle sectors. We continue with mid-month exposure adjustments: we...
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China & HK Strategy: Who Are the Victims of a US Recession?
​Reliance on the US market varies among HK-listed companies, with some having high direct exposure to a recession. Those with low direct exposure...
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Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
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