Webb-site.com recently wrote about the vote yesterday to take Hopewell Holdings (SEHK: 00054) private at a roughly 40% discount to book value. This is still a premium to its earlier trading price of more than 60% below book value, so investors in 00057.HK still made money, though not as much as if the whole book […]
This Hong Kong Stocks Cheatsheet is a list of links to AAStocks pages of data I wanted to make a few clicks easier to get to. The stock list is redundant on the first 50 names, which are the components of the Hang Seng Index Finance, Utilities, Property and Commerce & Industry sub-indexes respectively, followed […]
Today’s infographic comes from Bloomberg, whose article on the soon-to-be open bridge from Hong Kong to Macau and direct high-speed train to Guangzhou included a bubble map of the relative GDPs of the “Greater Bay Area”. At the turn of the century, I lived in San Francisco where I often heard the term “Bay Area” […]
I’ve been speaking at several ETF conferences this year, and was a bit surprised to see at one event most of the audience raising their hand as users of ETFs, but then most putting their hands down when asked if they traded ETFs listed on any exchanges in Asia. For easy reference, I wanted to […]
When taking this quick snapshot of Singapore’s DBS bank’s “full boat” on Hong Kong’s star ferry this weekend, I noticed that by chance, the background also happened to include competitors ranging from Swiss bank UBS to French and British insurers AXA and Prudential, respectively. I wouldn’t say this photo alone is a sign that Hong […]
… saying all real trading happens on computers now anyways. Thank you to my old CIBC colleague Elisa for the great photo!
Hong Kong small caps are of particular interest to me because I live and work in Hong Kong as a professional investor of retirement portfolios, and am always looking to put together higher quality and better valued portfolios than those available from broad market cap weighted index funds and ETFs. A “small cap” company is […]
Tune in Saturday, Feb 17th at 8:30am to RTHK Money Talk Xtra, where Peter Lewis and I explain convertible bonds and how every day investors can understand and decide whether to invest in them.
When starting a new job in Hong Kong, some employers offer new employees the choice of MPF vs ORSO for retirement savings. Many employers only offer MPF, and while I earlier posted some data on some of the best MPF plans in Hong Kong in lowering fees below 1% (still many times higher than many […]
Hong Kong ETFs are, and are likely to remain, the best way to trade and broadly allocate to China, it is not hard to argue that Hong Kong has the best ETF market in Asia. As a reference, I am posting below a scan of the brochure the HKEX handed out at a recent ETF […]