0001.HK stock pitch - 2025-07-08
0001.HK (holding update): Deeply discounted (60%+ to NAV) Asian conglomerate with potential watershed moment. Multiple catalysts: 1) US$23B ports business sale to Blackstone/MSC, 2) improving telecom assets via UK Vodafone merger, 3) strong Watson retail in Europe offsetting China weakness. ThreeEurope offers hidden value despite historical poor returns on US$50B investment.
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