Deep-dives
Pacific Textiles (1382 HK)
Uniqlo’s favorite knitted fabric supplier at 4.4x forward P/E and 18% dividend yield
Hong Kong
Deep-dives
MTR Corporation (66 HK)
Hong Kong public transport monopoly and property developer at 13x forward P/E
Deep-dives
Best Mart 360 (2360 HK)
Fast-growing Hong Kong discount retailer at 8.1x P/E and 10.6% dividend yield
Thematic reports
Travel notes: Hong Kong
Estimated reading time: 36 minutes
Hong Kong
IH Retail (1373 HK) － 2024 update
Hong Kong's leading discount retailer down over 50% in less than a year. Estimated reading time: 17 minutes
Hong Kong
Hong Kong's death has been exaggerated
Estimated reading time: 29 minutes
Deep-dives
Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt
Deep-dives
Plover Bay Technologies (1523 HK)
A 5G and Starlink bet at 9x P/E and a 9% dividend yield
Deep-dives
CK Hutchison update (1 HK)
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
Deep-dives
L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
Deep-dives
International Housewares Retail (1373 HK)
Hong Kong discount retailer at half the global peer group multiple
Thematic reports
Hong Kong's tourism boom
The ongoing boom in mainland tourism to Hong Kong is likely to benefit a large number of Hong Kong-listed companies. Estimated reading time: 21 mins