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Fundamentals are still strong for this large life insurance company. China should offer growth for this industry, as the demand is there. Valuation is still attractive at today's price level. Investment thesis My last article on China Life Insurance Company L...
Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longleaf Partners Asia Pacific UCITS Fun...
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. Recognizing that security prices can fluctuate from quarter-to- quarter, and that true value...
The Russian invasion of Ukraine is likely to accelerate Beijing's long-term economic and military preparations for confrontation in Asia. Hong Kong is threatened both by such a confrontation and the preparations for such a confrontation. China's growing insularity and aggressivene...
BlackRock's iShares MSCI Hong Kong ETF (EWH) has corrected downwards making it 11 percent cheaper than my last bullish call. Fundamentally, it is as solid as before and it has not been directly affected by much lower prices of the large tech giants. EWH is still a buy here at curr...
CK Asset's key investment merit is its willingness to return capital to shareholders; it has committed to higher dividends for the next two years, and it continues to repurchase shares. The post-deal announcement share price performance of CK Asset has been decent which implies that t...
Third Avenue Management LLC offers its services to private and institutional clients and is partially owned by Affiliated Managers Group, a publicly-traded asset management firm holding company. During the final quarter of the calendar year, the Fund generated a return of +12.73% (net...
'Asian Event-Driven Weekly' is a new weekly publication focused on Asian event-driven ideas. Mr Li Ka-shing, Hong Kong's second richest person, has increased his deemed interest in CK Asset from 34.10% at the start of 2020 to 35.91% as of January 11, 2021. Southeast Asia's largest...
First Eagle Global Value Team uses a a bottom-up, fundamental investment approach and seeks long-term growth of capital by investing in a range of asset classes from markets in the US and around the world. The firm manages ~$101B in assets for institutional and individual clients. It ...
Elevator Pitch I maintain a Neutral rating on Hong Kong-listed property conglomerate CK Asset Holdings Limited ( CHKGF ) ( CNGKY ) [1113:HK]. CK Asset cut its interim dividend by -27% YoY from HK$0.52 in 1H 2019 to HK$0.34 in 1H 2020, which came as a negative surprise. CK Asset's status as...