Hong Kong


A new era for Jardine Matheson
An under-the-radar transformation. Estimated reading time: 27 minutes.




Is Fairwood a melting ice cube? (52 HK)
Potential 4.6x P/E with net cash representing 72% of the market cap. Estimated reading time: 21 minutes


Hong Kong property amid rate cuts
A historic moment for Hong Kong's property market. Estimated reading time: 27 minutes

Lion Rock Group (1127 HK)
Top global book printer run by a master capital allocator at 7x P/E with net cash

Samsonite (1910 HK) - 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes

Pacific Textiles (1382 HK)
Uniqlo’s favorite knitted fabric supplier at 4.4x forward P/E and 18% dividend yield

MTR Corporation (66 HK)
Hong Kong public transport monopoly and property developer at 13x forward P/E