After recently initiating a position in Hopewell Holdings (ticker: 54 HK), I have also published a detailed research piece on the company on Seeking Alpha – Hopewell Holdings: Value and Growth. If you’re interested, check it out now, as it’s only available to non-paying subscribers for a few weeks.
Earlier this week I initiated a position in Hopewell Holdings (ticker: 54 HK), a Hong Kong-listed property and holding company, at an average share price of around HK$25.60. The shareholding represents just under 3% of my portfolio.
I have written a research piece on Jardine Matheson and Jardine Strategic, which has been published on Seeking Alpha – Jardine Matheson: High Quality At A Low Price. These have been long-term holdings of mine.