https://finance.mingpao.com/fin/instantf/20...%91%9e%e4%bf%a1

Industry insider's comment on Credit Suisse's demise.

香港明报 Money Monday 270323: https://drive.google.com/file/d/1Up66NCYbMv...?usp=share_link

Be careful when you take a bus in HK.

香港明报 Money Monday 030423: https://drive.google.com/file/d/1MFUxbeW3AP...?usp=share_link

Some interesting columns from 香港明报 060423:

香港明报 Money Tuesday 110423: https://drive.google.com/file/d/1SkvZml3_vx...?usp=share_link

香港明报 Money Monday 170423: https://drive.google.com/file/d/1WO1VRnzE8Z...?usp=share_link

香港明报 Money Monday 240423: https://drive.google.com/file/d/1QdEaYO8mqU...?usp=share_link

香港明报 Money Tuesday 020523: https://drive.google.com/file/d/1ak7KNpJgfj...?usp=share_link

香港明报 Money Monday 080523: https://drive.google.com/file/d/15bjwGkj68N...?usp=share_link

香港明报 Money Monday 150523: https://drive.google.com/file/d/1xOCb7eeHqG...?usp=share_link

Tencent 1Q results released yesterday.

Earnings release: https://static.www.tencent.com/uploads/2023...c4219ed6cae.pdf

Presentation: https://static.www.tencent.com/uploads/2023...b00141f9806.pdf

HKEX announcement: https://static.www.tencent.com/uploads/2023...e1f2a008fd3.pdf

Results highlights: https://mp.weixin.qq.com/s/i64DT3qZUnLxYg4lcHyd_A

Baba reporting results today:

Press release: https://data.alibabagroup.com/ecms-files/15...3%20Results.pdf

Presentation: https://data.alibabagroup.com/ecms-files/15...3%20Results.pdf

HKEX announcement: https://www1.hkexnews.hk/listedco/listconew...23051800811.pdf

An interesting column:



From 香港明报 190523. (Online version with paywall: https://finance.mingpao.com/fin/columnist14...ba%ba%e5%89%b2)

This post has been edited by TOS: May 19 2023, 01:00 PM

For those who invest in Chinese stocks, a good column on the differences in stock valuations between SOE and private enterprises in China (no paywall):

https://finance.mingpao.com/fin/instantf/20...%bc%b0%e3%80%8d

Examples quoted include Ping An Insurance (private/civilian enterprise) vs China Life (SOE), the oil majors, infrastructure, telecommunications, banking etc.

Source: 香港明报 190523

This post has been edited by TOS: May 19 2023, 02:27 PM

香港明报 Money Monday 220523: https://drive.google.com/file/d/1Vb4RFxjbuo...?usp=share_link

香港明报 Money Monday 290523: https://drive.google.com/file/d/1yPzc1Dw-B0...iew?usp=sharing

This is the last "Money Monday" scanned from HK.

In the future, you may read the free online edition here (the latest edition is usually delayed by a few days): http://ebook.mingpao.com/htm/MoneyMonday/2023/htm/

https://finance.mingpao.com/fin/instantf/20...e%87%e5%83%8530

Li Ka Shing's CK Center building has a vacancy rate of 25% while the Henderson (opposite of CK Center, under construction) has a committed occupancy rate of 30% only.

HK's overall Grade A commercial office building vacancy rate is 16%, Manhattan's is 12.5% and Singapore recorded 4.6%.

WSJ MARKETS

American Investment Banks Give Up Some China IPO Mandates
It is harder for Chinese companies to sell shares internationally

https://www.wsj.com/articles/american-inves...share_permalink

If you are the Oil King in the Middle East, would you prefer to buy Manchester United or Credit Suisse?

https://finance.mingpao.com/fin/instantf/20...%b2%b9%e7%8e%8b

An interesting analysis (thought experiment) from HK trading floor.

Comment on HKEX's recently-launched RMB/HKD dual counter model by insiders on the trading floor:

https://finance.mingpao.com/fin/instantf/20...%86%a7%e6%86%ac