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Insights
Broader market commentary and insights, research ideas, case studies, and other topics worth discussing


Low-Altitude Economy Needs Empowering Planning to Avoid Becoming Merely an Eye-Catching 'Low-Profile Economy'
The innovation and technology industry is developing rapidly, with examples such as "animal laboratories for developing pharmaceutical...


The Commercial Value of Emotional IP
In recent years, "emotional value" has become a popular term on Chinese social media, reflecting a shift in consumers' understanding of...


The Future of the Robotics Industry
In the context of the rapid development of the global robotics industry, the Asian market is facing unprecedented opportunities. With...


WELL Building Standard Supports Enrichment of Green Building Standards
The WELL certification covers ten core areas: air quality, water quality, lighting, nutrition, physical activity, thermal comfort, sound...


The situation of the Philippines under the tariff war: One potential benefit comes from trade diversion.
In the global trade war, most countries are losers, but some have been less affected. In the current tense situation, the Philippines has...


The New Era of Baijiu: Internationalization Strategy for Chinese Brands
Chinese baijiu is a distilled spirit unique to China with a long history and deep cultural heritage. The Chinese liquor market is also...


How the "Seven Seconds Law" of Marketing Dopamine Drives Modern Business
Modern people are increasingly looking for consumer experiences that bring pleasure and relaxation, which makes it imperative for...


A Look at Yeo Hiap Seng's Buying Vitasoy : Comments on Hostile Takeovers
Since October this year, Sino Group(00083) Chairman Robert Ng's brother Philip Ng has continued to increase his shareholding in Vitasoy...


The Market Outlook for Luxury Camping Glamping! Digital Nomads are A Group that Cannot be Ignored.
Deluxe camping has become a compelling solution, offering safe, private and unique natural accommodations. Increased awareness of...


From Ditching Residential Development to REITs: Hongkong Land's Ten-Year Growth Blueprint
Hongkong Land, a Hong Kong real estate company listed in both Singapore and London, recently unveiled a much-anticipated strategic...


Decoding the value secrets of companies going overseas.
As globalization continues to advance, more and more companies are targeting overseas markets in search of new growth momentum. The...


The Alibaba-backed Synagistic is coming to Hong Kong for a reverse takeover listing: it ranks second in Southeast Asia and specializes in e-commerce operation solutions.
After two years of silence, Hong Kong finally has the opportunity to welcome its third company to go public through a De-SPAC listing....


The valuation industry needs stronger regulation.
Recently, a liquidator filed a lawsuit against the accounting firm and valuation company employed by a listed company, accusing them of...


Extreme weather is becoming more frequent! Here are 5 applications of weather futures.
Weather futures are an effective financial tool, particularly suitable for industries that are significantly affected by weather...


Pedestrian footbridges transform into ESG solar power stations
Many public and private buildings have explored the installation of solar energy systems on their rooftops. However, some buildings have...


KidZania: An Educational and Entertaining Example of a Successful Business Model
Over 20 years ago, an edutainment company called KidZania quietly emerged in Mexico. KidZania is the perfect blend of entertainment and...


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...


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,...


The Era of Fragmented Content Multidimensional Impacts from Music to the Economy
Across various social media platforms, an increasing number of users are more inclined to post shorter updates, videos, and other...


Luxury brand collaborations with real estate create greater value
Luxury brand stores generally have a distinct ambiance. Brands create a luxurious shopping experience in their stores through elements...


Is dual listing competition or a win-win?
Despite the weak capital market, many Singapore companies have recently been seeking overseas listings, indicating their strong demand...


Capturing the Tide of Productivity, Hong Kong Enterprises Partner with Indonesia for Mutual Gains
As de-globalization and supply chain risks are increasingly challenging many enterprises, the trend of production capacity relocation has...


The Relationship Between Hong Kong People Moving Northward and Independent Visitors without Staying Overnight in Hong Kong is a "Chicken and Egg" Situation?
More than a year after the reopening of borders, the recovery of the retail and catering industry in Hong Kong has not been as expected...


The Challenges and Opportunities in Singapore's Efforts to Boost the Stock Market
In recent years, the financial market has been favoring a comparison between Singapore and Hong Kong, with Singapore having already...


Vietnam Emerged as a Beneficiary of the China-U.S. Trade War, but the Real Estate Issue Looms Large
The corruption case of Vietnam's female billionaire Truong My Lan, which has rocked the international community, has indeed led to a...


HKEX's New Climate-related Disclosure Requirements: A Challenge for Corporate Carbon Data Management
Against the backdrop of the growing global climate change challenge, corporate environmental responsibility has become increasingly...


The decline in SHEIN's valuation reflects the phenomenon of involution
After experiencing excessive competition, many enterprises can no longer break through their own limitations, and various industries have...


Chicken Coop Economics - Think about the Credit Business Value
A colloquial term from the last century, "chicken coop", has recently resurfaced in business and economic commentaries. The author...


The Trouble Caused by Trump manipulating asset valuations
The former US President Trump's family's private business is alleged to have fraudulently manipulated the valuation of key assets, in...


The first step in ESG disclosure requirements for exchanges is to collect carbon emissions data
On April 14, 2024, the Hong Kong Exchanges and Clearing Limited (HKEX) released a consultation paper proposing that all listed companies...


Shophouses in Singapore showcase the potential value of community commercial real estate investment
In the past 5 to 10 years, shophouses in Singapore have become popular investment choices for private equity funds, family offices, and...


The trend of Southeast Asian companies going public through SPACs remains unabated, the U.S is further tightening the regulations for SPAC listings.
At the beginning of 2024, the U.S. Securities and Exchange Commission (SEC) approved new rules and amendments aimed at strengthening...


Our Senior Real Estate Financial Analyst Brian NG spoke about the Cap545 Amendment Bill at LegCo
We delivered two suggestions at LegCo’s public hearing on last Friday (1st March) regarding the Cap545 Amendment Bill, on administrative...


China's Pre-REITs are paving the way for the development of publicly traded REITs
In November of last year, Greenland Hong Kong signed a Pre-REITs cooperation agreement with Beijing-based Gaorong Capital. The objective...


Tesla loses the electric vehicle throne, BYD takes over as the new sales champion
In the fourth quarter of 2023, BYD (01211) - leading Chinese electric vehicle brand successfully surpassed Tesla and claimed the top spot...


Encourage the Provision of Residential Care Homes for the Elderly
The Lands Administration Office of Lands Department launched a new Practice Notice on 21 June regarding Incentive Scheme to encourage the...


The crisis facing the unique residential rental system in Korea, Jeonse
韓國特殊住宅租賃制度——傳貰的存亡危機 在韓國房地產市場中,有一種獨有的房地產租住制度——傳貰(전세),或當地華人會稱為全租。傳貰就是租客付出一定額度的保證金給業主,從而獲得在一定時間內的房地產使用及收益權。而對於業主來說,傳貰比銀行貸款可以更快及簡單地獲得一筆大金額,另一...


China's new REITs document benefits box malls and bottom-floor residential tenants
內地公募REITs文件:盒子商場、住宅底部商戶最受惠 從2020年中國內地基礎設施領域公募REITs機制發佈以來,到目前為止,大概共有27隻現已上市,總計募資規模達800億元人民幣,項目類別涵蓋公路建設,保障性住房及產業園區等。...


The Impact of ChatGPT's Popularity on the Real Estate Industry
ChatGPT掀熱潮於房地產領域的影響 隨著人工智能開發漸趨成熟,近日成為商界焦點的ChatGPT再次掀起市場對人工智能的討論。早於數年前,歐美有不少致力於房地產人工智能應用的初創科技公司創立,其中不乏重點開發人工智能驅動的商業房地產財務分析平台。...


Obesity Demands Urgent Attention
肥胖症刻不容緩 數據網站「Our World in Data」曾公布「世界肥胖地圖」,顯示了全球國家的肥胖率,太平洋島國諾魯(Nauru)排名第一位,肥胖率高達60.7%。發達國家(如美國)也有超過37%肥胖人口,中東國家(如科威特及沙地阿拉伯)肥胖率也超過35%。縱使亞洲...


Alex Leung of CHFT analyses Borrett Road enbloc sale
CK Asset sells 21 Borrett Road, Mid-levels to Sino Suisse CHFT provides analysis to Mingtiandi on unit price comparison & car parking ratio


Tung Chung commercial land was failed to sell in 2020. CHFT Alex Leung proposed mixed data centre &
CHFT Alex Leung, in Oct 2020, proposed a commercial land in a new reclamation area for mixed comm and data centre uses. The govt adopted


Home anti-infection stimulates demand for home economy
羅珏瑜 華坊諮詢評估有限公司執行董事 最近財經市場出現了一個新名詞「宅經濟」(Work from Home Economy)。「宅」在華語圈是一個對足不出户,長期居家的形容詞。英國政府去年年底煞停了亞馬遜收購Deliveroo(戶戶送)的股權交易,表示有壟斷市場的擔憂,但今...


The Rise of Future Consultancy: Whoever Controls the Past, Controls the Future
盧銘恩 華坊諮詢評估有限公司董事總經理 世局多變,個人以至企業機構都需要適應所謂的新常態(New Normal)。面對未知的未來,個人尚且會求神問卜,趨吉避凶,企業機構也會對未來充滿興趣,並希望預早制訂公司策略,以應對同業激烈的競爭。隨著展望未來越發重要,配合當今人工智能科...


"Unicorns" are flying all over the world except one line of business
羅珏瑜 華坊諮詢評估有限公司執行董事 獨角獸公司泛指未上市,且估值超過10億美元的企業,而有個行業,全球的市場總額於2026年預計高達1,251億美元,預測期的複合年均增長率達12.4%(數據來源:Businesswire...


Pricing of privatization of public companies
羅珏瑜 華坊諮詢評估有限公司執行董事 上市公司會德豐(0020)2月份宣佈將啟動私有化。根據公告,會德豐大股東吳光正及其家族將以1股九倉(0004)股票、1股九龍倉置業(1997)股票及12元現金,置換1股會德豐股票,溢價率較會德豐停牌前股價達到約50%。市場自該消息公佈後...
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