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Insights
Broader market commentary and insights, research ideas, case studies, and other topics worth discussing
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The dilemmas of leading companies and valuation premiums
Leading companies enjoy higher valuation multiples due to their outstanding market positions, often holding significant market share and...


The implications of land-entry travelers on hotel occupancy rates
This year, the State Council further approved the "Individual Visit Scheme" for Hong Kong from a total of 59 cities nationwide....


Is the rise in employee costs the Achilles' heel of Hong Kong restaurants?
A lot of adverse comments were noted in response to a post by Dr Edwin Lee, CEO of a local shop fund, published last week. Dr Lee quoted...


Swatch takes an unexpected approach in the luxury watch market
Morgan Stanley and LuxeConsult release an annual report on the state of the Swiss watch industry, ranking the top 50 Swiss watch...


"The Pilot Scheme" site in Chai Wan received one tender only
Gov’t tender of the first Private Subsidised Sale Flats – Pilot Scheme (Private SSFs / 樂建居) at CWIL185 was closed on 19 July. This...


Lego, Toys "R" Us AI-generated advertising controversy: How can the creative industry address the trend of human-machine integration
Toys "R" Us recently released an advertisement 'created' by artificial intelligence. The ad was made using OpenAI's text-to-video tool...


Examining the Real Estate Value of IP (Intellectual Property) Through the Success and Failure of Wenheyou
Wenheyou is a catering company and cultural brand that originated in Changsha, Hunan. The young founders started by selling local snacks,...
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