0001.HK stock pitch - 2025-10-07
0001.HK (holding update): Trades at 8x forward P/E, 0.4x P/B despite diversified portfolio across retail (75% Watson stake), ports, telecoms (European 3 Group), infrastructure, energy (16% Cenovus). Market cap equals just listed investments (~35% of gross assets), implying zero value for unlisted biz. Mgmt unlocking value via UK telecom merger, HKD148bn ports sale.
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