+ Watch CHEUY
on My Watchlist
Big change of direction here... moving from strictly HK and China to large positions/acquisitions in the UK and mainland Europe
Too much exposure to Mainland China real estate.
Wilkinson - Emerging Markets Play
Li Kashing (a financial genius and the richest man in Asia as a result) runs this eclectic group (ports; electricity; telecom; real estate). Concentrated in Asia, has projects worldwide. Just playing follow the Asian Buffet here, as a CAPS play it is difficult to imagine he can't beat the S&P.
heck - lead by a true genius - will grow for a long time
Significantly undervalued assets.
This is the Hong Kong conglomerate run by Li Kashing, the richest man in Asia. Heavy ownership of infrastructure (ports; electricity; telecom; real estate) world wide but especially in Asia, plus some interesting ventures. Conglomerate model make sense in this context.
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