Hong Kong
Distributing Health and Happiness throughout China
Health and Happiness (H&H) International Holdings Limited is an investment holding company that manufactures and distributes health products for families in China. In the past 12 months, H&H ranked among the top 180 of 600 large Consumer Staples companies globally on Profitable Growth.
Read MoreServing the High-Rollers of Macau
Wynn Macau Limited is ranked as the second-largest gaming company in Macau by casino revenue, and no. 1 in terms of exposure to VIPs. The company operates two casinos, Wynn Peninsula and Wynn Palace, in Macau. Profitable Growth dropped to become below average in 2016 from #1 in 2013 and 2014.
Read MoreLeveraging Global Know-How in Noodles and Tea
Tingyi (Cayman Islands) Holding Corporation is a food and beverage company that manufactures and sells instant noodles, beverages and baked goods in China. It is best known by its Master Kong brand name. Profitable Growth has been falling since 2013 but has recovered slightly in the past 12 months.
Read MoreSupplying China’s Big 4 with Camera and Fingerprint Modules
Q Technology (Group) Company Limited manufactures fingerprint recognition and camera modules with focus on the Chinese smartphone and tablet market. Profitable Growth has recovered to #2 in the past 12 months from #5 in 2015.
Read MoreHong Kong Has Strong Momentum but Overall Unattractive
Overall, Hong Kong is the second least attractive in Asia. EPS saw a slight recovery in 2016, but for 2017-2018CE* EPS growth is below the Asian average.
Read MoreMelco International Ranks in Lowest Tier among Global Casinos
Melco International Development Limited is ranked as the eighth-largest gaming company in the world by casino revenue. Profitable Growth dropped to the worst from being World Class in 2012-2013.
Read MoreHong Kong: The Ugliest Girl at the Dance
Overall the GDP growth in Hong Kong is slow. Hong Kong is least attractive in Asia. Consensus estimates for 2017-2018 earnings growth sit below the Asian average.
Read More“Neutral” Rating Continues in Hong Kong
Analysts remain “neutral” on Hong Kong, a streak that began earlier this year, after 4 years of rating the country a “buy” in Asia.
Read MoreHong Kong Has Moderate Momentum and Weak Profitability
Overall the GDP growth in Hong Kong is slow and the market is least attractive in Asia. Hong Kong has the lowest ROE in Asia, hence weak profitability and earnings fell about inline with Asia and the momentum in the market is moderately attractive.
Read MoreThe Scotland Hong Kong Connection
Founded in China in 1832, Jardine Strategic Holdings Limited holds majority stakes in Jardine Matheson (JM SP), Dairy Farm (DFI SP), Hongkong Land (HKL SP), Mandarin Oriental (MAND SP), Cycle & Carriage (JCNC SP) and Astra International (ASII IJ).
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