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...
443 Views
StubWorld: Swire/Cathay And Hong Kong's "Opening"
I still like Swire Pac at 0.33x P/B, but it's had a great run after the buyback. If you had the trade on - long Swire Pac, Short Prop - I'd look to...
417 Views
Swire Buyback Update - It's On, and Regulatorily Constrained
Swire Pacific has started its buyback. The rules suggest they are constrained to buying 77 or Swire B shares for every 23 Swire As bought. They are...
982 Views
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...
980 Views
StubWorld: Swire Trading "Cheap" As Cathay Squares Government Debt
Swire Pacific (19 HK) is coming up "cheap" on my monitor vs. Swire Properties (1972 HK) and Cathay Pacific (293 HK), after Cathay settles its Hong...
384 Views