CHKGF News and Press, CK Asset Holdings Ltd

2024-07-12 02:44:22 ET Summary I argue that CK Asset Holdings' focus has shifted to preserving wealth for Li Ka Shing's heirs by investing in low risk/low return businesses in politically stable countries. Forty percent of its capital is invested in low return UK Assets that produ...

2024-07-10 16:12:17 ET Summary Hong Kong's economy is in rough shape now, with retail sales turning down, housing prices down double-digits, and office vacancies at 20-year highs. I believe CK Asset's management has made a tough situation worse, with a poorly explained dividend cu...

2024-04-23 05:15:00 ET Summary Third Avenue Management is a New York City-based asset manager founded in 1986 that utilizes a disciplined, value-oriented, and asset-based approach to investing in publicly traded securities. For the calendar year Q1, the Third Avenue Real Estate Va...

2024-03-24 03:27:29 ET Summary CK Asset Holdings' key headline financial numbers and dividend distribution for FY 2023 were not as good as what the sell-side analysts expected. Notwithstanding the below expectations results, CK Asset has a strong financial position, and the stock ...

2024-02-01 00:56:00 ET Summary Third Avenue’s Real Estate Value strategy has sought out value-oriented opportunities through investments in the securities of well-capitalized and strategic real estate enterprises on a global basis. For the most recent calendar year, the Fun...

2023-10-26 11:45:00 ET Summary Third Avenue Management is a New York City-based asset manager founded in 1986 that utilizes a disciplined, value-oriented, and asset-based approach to investing in publicly traded securities. The Third Avenue Real Estate Value Fund generated a retur...

2023-10-10 23:23:43 ET Summary Hong Kong property developers have been hit by higher rates, weak property markets, and softening conditions in China, but CK Asset has held up better than most. The company's focus on growing recurring revenue and profits, as well as increased trave...

2023-07-20 10:21:00 ET Summary Third Avenue Management is a New York City-based asset manager founded in 1986 that utilizes a disciplined, value-oriented, and asset-based approach to investing in publicly traded securities. For the first half of the calendar year, the Fund generat...

2023-05-04 07:30:41 ET Summary CK Asset Holdings is seeing some improvement in the Hong Kong residential property market, but the landbank here is still relatively small. China remains more challenging. The property rental business is exceptionally profitable, but weakness in the ...

Summary China and Hong Kong have been negatively impacted by very strict measures to fight the pandemic, and many businesses suffered. Many companies still make money and are conservatively funded. High dividends ensure investors get paid while waiting for a recovery. We believe...