tag:blogger.com,1999:blog-25714039.post8781862650376043216..comments2023-10-26T00:17:28.411+08:00Comments on A Private Portfolio: Tai Cheung Holdings purchasedtraineeinvestorhttp://www.blogger.com/profile/05179861120801348035noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-25714039.post-79507457937167336162015-11-16T17:14:10.684+08:002015-11-16T17:14:10.684+08:00Hi
Thanks for dropping by.
Just about all HK pro...Hi<br /><br />Thanks for dropping by.<br /><br />Just about all HK property stocks sell at large discounts to NAV. I picked Tai Cheung because (at the time), it offered a good yield and a high NAV discount compared to other property companies and I felt it's pipeline of near term developments would give the share price a lift. It also had a very clean balance sheet. It's been a nice investment but (at the time of writing), I would probably be able to find a larger cap stock with a similar discount and similar yield which would suit me better.<br /><br />Cheers<br />traineeinvestortraineeinvestorhttps://www.blogger.com/profile/05179861120801348035noreply@blogger.comtag:blogger.com,1999:blog-25714039.post-46960092460435070482015-10-31T11:48:41.185+08:002015-10-31T11:48:41.185+08:00Hi,
I know this post is over 5 years old... I was ...Hi,<br />I know this post is over 5 years old... I was researching this company and was interested in hearing you thoughts on the investment merits of this stock. Specifically, why do you think the company has traded/is trading at such a large discount to its NAV & book value?<br />Thanks,<br />ThinleyWarrenUnclehttps://www.blogger.com/profile/11353528808398524316noreply@blogger.com