Jump to content

13F equivalent for Hong Kong market

Recommended Posts

Anybody know how to check on reported holdings for investors/funds in HK-listed equities?  In the US you go to EDGAR and pull their forms 13F and 4.  And no, I don't have Bloomberg.


For example, I was reading this blog post: http://treasureinvesting.blogspot.com/2017/03/taking-loss-and-hong-kong-net-nets-sort.html


The author talks about a bunch of stocks owned by David Webb that I haven't seen Mr. Webb discuss on his website (conveniently named "webb-site.com")  There doesn't seem to be any contact info or form on the blog, so I can't ask him how he knows about all these holdings.



Link to comment
Share on other sites

On the Hong Kong Exchange website you can search for shareholding disclosures. Theres' probably a better way but I haven't found it so far. Webb's holdings:




I own Ming Fai. Allan International also looks cheap. Not sure what he sees in the other stocks. The guy is a legend. From wikipedia:


From 1999 to 2008, Webb made public an annual Christmas share tip where he recommended a single undervalued but well-run company. His picks are believed to have strongly influenced the price of selected stocks.[18] However, The Standard[19] criticised Webb after reporting that he himself owned holdings in his own Christmas share tip (which he had always disclosed), in one case giving himself almost a 40% unrealised profit on his holdings the day following publication of the tip. In December 2009, he announced an end to the "Christmas Pick" after a 10-year run in which they returned a cumulative 1118%, compared with an 87% return in the Hang Seng Index over that period.,[20] saying that the success of the picks "has become something of a distraction" to the main goal of raising the standards of Hong Kong's corporate and economic governance.
Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Create New...