K.Wah International Holdings (173.HK) – a potentially undervalued real estate company on the Hong Kong Stock Exchange

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

Hang Lung Group vs Hang Lung Properties – which is a better investment?

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

JP Morgan’s Ratings and Target Prices for Hong Kong Real Estate Developers

Stocks Ticker Rating Target Price HK$ Remarks Henderson Land 12.HK Neutral 26.50   Swire Properties 1972.HK Neutral 18.00   Wharf REIC 1997.HK Neutral 22.00   CK Asset 1113.HK Neutral 32.00 Portfolio Stock Hang Lung Property 823.HK Neutral 8.00 Portfolio Stock Link Reit 823.HK Overweight 43.00 Portfolio Stock New World Development 17.HK Underweight 7.50   Summary … Read more