Company Overview and News
Buying rose for the third straight week as 58 companies recorded 329 purchases worth HK$580 million (US$74.29 million)
Twenty years ago, when Hong Kong waved farewell to Britain’s 156 years of colonial rule, the city’s stock market was still in a bubble fuelled by rising household wealth and inflows of hot money.
Guangdong Investment holds a portfolio of defensive, cash-flow generative business, including water concessions, toll roads and investment properties that protect investors' downside.
2 FTSE All-World Asia Pacific ex Japan Index (sterling adjusted), for comparison purposes (including dividends reinvested)
Bulk of the acquisitions made following the fall in share prices with purchases in Chevalier International, Guangdong Investment Limited, Cosmo Lady (China) Holdings, and Sheen Tai Holdings
The Company seeks to provide investors with a high level of dividends as well as capital appreciation over the long term, from a diversified portfolio of investments traded on the Pacific, Australasian, Japanese and Indian stock markets ('Asia Pacific region').
Water investments? Michael Burry was one of the first institutional investors to bet against the US subprime mortgage market in the mid-2000s, and today he’s concentrating all of his investment efforts on one commodity: water.
Global water resources are poorly managed, if at all and population growth is creating stresses on existing water resources.
China’s pollution problems are well known. A 2015 study linked pollution to nearly 1.6 million deaths each year, or approximately 4,400 deaths per day in the Asian nation. The international non-profit firm WaterAid estimates that nearly 4.5% of China’s population, or 63 million people, do not have access to safe water. When there is a problem, free market systems typically look to provide a solution.
A multi-billion yuan government programme to rid the country of severe water pollution and shortages, offers specialist firms massive opportunities
The Company does not have a formal benchmark. It uses the FTSE All-World Asia Pacific ex Japan Index (sterling adjusted) for reference purposes only.
2017-12-03 - Wilton
2017-11-27 - Wilton
2017-10-28 - Wilton
2017-10-25 - Wilton
2017-10-10 - Wilton