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Jacob Cheng

Jacob Cheng
Greater China property focus
KT Capital Group

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Hong Kong & China • Financials & Information Technology • Equity Bottom-Up • Thematic (Sector/Industry)
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bullish•Thematic (Sector/Industry)•27 Mar 2023 16:17

HK Equity: 1) Strong Capital Inflow, 2) Pro-Growth Policy, 3) Better Macro Outlook to Drive Rerating

Recent banking crisis and related capital flows creates opportunities for Hong Kong.   Capital inflow, pro-growth policy and improving macro...

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Jacob Cheng
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bullish•New World Development•20 Mar 2023 04:27

Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China Property Stocks, and BTC/ETH

The coming banking crisis is to accelerate.  To position for this, BUY Hong Kong real estate names as they will benefit the most.  Pick high beta...

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Jacob Cheng
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bullish•Thematic (Sector/Industry)•19 Mar 2023 01:06

Short Note: LONG China on Monetary Easing Cycle

China just announced a 25bps RRR cut, which is a surprise.  China's low inflation allows more room to RRR cuts.  Jan-Feb macro data shows...

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Jacob Cheng
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bullish•New World Development•14 Mar 2023 22:06

New World Development(17 HK):High Leverage in HKRE but Likely the First to Rebound if Rate Peaks Out

New World Development has the highest gearing among HK real estate companies.  Valuation is attractive.  Despite of some concerns, it also has the...

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Jacob Cheng
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bullish•Hang Lung Properties•11 Mar 2023 03:00

Hang Lung Properties (101 HK): The Only Play on China Luxury Consumption and at a Macro Sweet Spot

Hang Lung Properties is the only play on China luxury consumption. Risk/reward is attractive now.  China consumption will recover in the near-term,...

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Jacob Cheng
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