Journey of a Novice Investor…
touzibozhuResearch Report on Sino Land Company Limited (Stock Ticker: 00083.HK) Date: 2025-02-12Closing price: HKD 7.73 1. Company Background Sino Land Company Limited, founded in 1971, is a leading real estate developer and investment holding company based in Hong Kong. The company is a subsidiary of Tsim Sha Tsui Properties Limited and operates under the umbrella of … Read more
On the morning of September 24, 2024, the Chinese government unveiled a series of economic measures aimed at boosting growth in sectors like the property market and stock market. The announcement was made at a State Council press conference attended by three key government officials: The coordinated package of policiy measures focus on monetary easing, property market … Read more
Introduction – Alibaba as a mature growth company In the world of growth investing, Alibaba is a classic fallen angel. Since its IPO a decade ago, the company has grown by leaps and bounds, with the stock price peaking at 298HK$ in October 2020. Subsequently the company’s growth rate has declined, resulting in a steadily … Read more
Earlier this year, President Xi Jinping outlined the plan to transform China into a “financial superpower” that is based on strong economic principles and different from Western models. In response to this transformation roadmap, the State Council released policy guidelines that promise to promote the high-quality development of China’s capital market by pushing for strong supervision, increased transparency, and … Read more
I came across a Youtube video, published on June 5 2024, of a Bloomberg Live interview with Ronnie Chan and Adriel Chan of Hang Lung Properties. Ronnie Chan is the honorary chairman of Hang Lung Properties who recently handed over the reins of the company to his son Adriel Chan who is now the chairman of the board. It’s always interesting to … Read more
Introduction K.Wah International Holdings Ltd. (173.HK) is a potentially undervalued real estate development company on the Hong Kong Stock Exchange. This article will be a record of my personal research notes on K. Wah International, discussing the company background, its financials, the understated asset value on the balance sheet, and the reasons why I find the … Read more
According to AAStocks, Morgan Stanley recently released a research report regarding Alibaba (9988.HK). In the report, Morgan Stanley stated that Alibaba is expected to complete its dual primary listing on the Hong Kong Stock Exchange by the end of August, 2024. This is potentially a positive development for Alibaba investors for the following reasons: Note: The regulatory … Read more
Introduction Tai Cheung Holdings Ltd. (88.HK) is a potentially undervalued real estate development company on the Hong Kong Stock Exchange. This article will be a record of my personal research notes on Tai Cheung, discussing the company background, its financials, the understated asset value on the balance sheet, and the reasons why I find the company … Read more
Introduction In this article, we will look at two closely related real estate developers listed on the Hong Kong Stock Exchange. The two companies are Hang Lung Group (0001.HK) and Hang Lung Properties (0101.HK). Both companies consistently pay dividends, and they are currently trading at very attractive dividend yields. We shall attempt to compare the financials of the companies … Read more
On May 10, 2024, the H-shares of the China Banks rose substantially. The four largest state-owned banks in China ended the day with the following closing prices: News reports that the China authorities are considering the the City’s proposals to reduce the 20% dividend withholding tax on stocks purchased through the Southbound Stock Connect account for the impressive gains in the stock … Read more