Packer16 Posted January 29, 2012 Share Posted January 29, 2012 The 2011 3rd Ave AR, has a nice summary of various Asian NAV plays. HK-based holding cos are a large number of these. In addition, the RE fund also has purchase Jan 2013 calls on the HK realty index. Has anyone looked into any of these HK-based holding cos like Wheelock or Hutchison Land? TIA. Packer Link to comment Share on other sites More sharing options...
oddballstocks Posted January 30, 2012 Share Posted January 30, 2012 My wife owns the fund in an IRA so we've been getting the letters for a few years now and I've seen these names a few times before. I have looked at other TAV holdings but never the HK stuff. I ran a screen of net-net stocks trading in HK about a year ago, I was inspired by the TAV holdings. I attached the xls file to this post. If you do look here is a link to HK's version of EDGAR: http://www.hkexnews.hk/ Companies in HK have similar reporting requirements to companies in the US, filings are in english, transparency pretty decent.Hong_Kong_NCAV.xlsx Link to comment Share on other sites More sharing options...
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