ENTITY
Swire Pacific (A)

Swire Pacific (A) (19 HK)

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Analysis
Real EstateHong Kong
Swire Pacific Limited, through its subsidiaries, operates in the real estate, aviation, beverage, industrial, marine services, trading, and industrial businesses.
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bullishSwire Pacific (B)29 Jun 2023 10:43

Swire Coke Sale Special Div Impacts B/A Ratio

Swire Pacific announced the sale of its US Coca-Cola distribution business. That means cash inflow, improving the "quality" of the NAV, and there's...

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Travis Lundy
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bullishSwire Pacific (A)25 May 2023 12:46

StubWorld: Swire Drifts Lower As Cathay Faces Discrimination Claim

I prefer Pac here over Props, but it's not a high-conviction trade. Given the rebound, you could probably look to unwind a long Swire Pac (B) vs...

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bullishSwire Pacific (B)28 Sep 2022 07:28

Swire B Vs A - Surprising on Regs, Surprising on Risk; Short-Tm Displacement Now in 99th Percentile

Swire B vs A over the last 20 years shows unsurprising reversal patterns. We're in the right zone now to be reasonably confident. The buyback is...

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Travis Lundy
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bullishSwire Pacific (A)29 Jun 2023 09:02

StubWorld: Swire Sells US Coke Ops To Parent

If the discount to NAV was warranted before this latest news, then Swire is a clear buy - there is no justification for assigning a similar...

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bullishSwire Pacific (B)12 Aug 2022 16:51

Swire A Vs Swire B - Regulatory Nuances REALLY Matter

Swire announced a share buyback. The regulatory nuances described in the Announcement and the Appendix to the 2022 AGM Convocation don't cover...

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Travis Lundy
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