China's Latest COVID Policy: What Are the Plays?
The refined COVID combating measures in China is welcoming and should benefit the consumer discretionary, travel and hospitality and airlines...
511 Views
Sector Capsule: Full-Service Restaurants in Hong Kong, China
Full-service restaurants increased by 4% in current value terms to HKD81.9 billion in 2017, with 1% growth in the number of outlets (to 8,872) and...
302 Views
Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
6k Views
Tam Jai Intl (2217 HK): Privatisation Stays Appealing Despite...
Some investors may be unhappy, but Tam Jai's privatisation is attractive at HK$1.58, offering a 24% PER premium to peers. Given sector challenges,...
655 Views
Tam Jai Intl (2217 HK): It Seems like Quite Some People Are Unhappy
The privatisation price is lower than expected at 1.37x forward P/B, but CY25 PER of 21.1x is attractive for recent investors. A 52.6% discount to...
715 Views