IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
Solid Hong Kong property developer at 79% discount to NAV with no debt
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges
Getting close to an ASP bottom. Estimated reading time: 15 minutes.
State-backed COLI strikes back, now with a P/E of 5.2x
A 5G and Starlink bet at 9x P/E and a 9% dividend yield
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
Exchange monopoly at a reasonable price with a GGash kicker
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset