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…

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…

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…

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,…

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,…

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 and determine which stock is a better investment.

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…

Introduction I recently switched the blog's from Wordpress to Publii, a desktop based static site generator that produces static HTML files for this website. The successful migration has brought the following benefits: Touziboke.com has successfully transitioned to Publii, eliminating the…

Four of China's largest state-owned banks: Industrial and Commercial Bank of China (ICBC), China Construction Bank (CCB), Bank of China (BOC) and Agricultural Bank of China (ABC), have recently announced plans to pay interim dividends (half-yearly) beginning in 2024. This…

Stock Ticker Rating Target Price HK$ Remarks ABC 1288.HK Buy 3.45 Portfolio Stock Bank of China 3988.HK Buy 3.35 Portfolio Stock ICBC 1398.HK Neutral 3.8 Portfolio Stock CCB 939.HK Neutral 4.65 Portfolio Stock CM Bank 3968.HK Neutral 25.6 Portfolio Stock…