BonVision

Author name: BonVision

Hong Kong Retail Recovery: Mall Valuations and Market Outlook

The grand openings of Hopewell Mall in Wan Chai and SOGO Kai Tak in Kowloon have brought renewed energy to Hong Kong’s retail scene. More than just exciting shopping destinations, these new malls reflect the evolving dynamics of the retail market and offer valuable insights into property valuations and future trends. Valuation of Shopping Malls […]

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Anticipated Merger Strategy of SF Express on Secondary Listing in Hong Kong

SF Express Holdings (6936.HK), the logistics giant from China, has chosen Hong Kong as its secondary listing market and launches an IPO on November 27, 2024. According to the prospectus, SF Express is experiencing a slowdown in performance growth amidst intensifying competition in the domestic logistics industry. The company intends to allocate a significant portion

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Propelling Forward: The 18C Rule Impact and Hong Kong’s High-Tech Listings

As Hong Kong aims to establish itself as a leading tech hub in Asia, the city’s financial policies are playing a pivotal role. The introduction of Listing Rule 18C in 2023 was a significant move to cater to the IPO demands of special technology companies in five specific high-tech sectors: next-generation IT, advanced hardware and

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Unveiling the True Value of 7-Eleven in an M&A Venture with Circle K

Alimentation Couche-Tard (ACT), the Canadian parent company of Circle K, previously proposed acquiring Seven & i Holdings, the Japanese parent company of 7-Eleven, at a price of US$14.86 per share, totaling nearly US$39 billion (equivalent to HK$304.2 billion). If these two retail giants merge, it will mark the largest acquisition of a Japanese company by

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CrowdStrike, The Butterfly Effect and SaaS Valuation

Earlier this month, the CrowdStrike system corrupted update affected 8.5 million computers, marking the largest IT outrage in history. This raises the question – how can a software company trigger such a widespread “butterfly effect” on systems worldwide? The “leverage” effect stems from the “Software-as-a-Service” (SaaS) model: As a SaaS company in the cybersecurity industry,

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Risk-Off 4.5% US Treasury Bond VS Risk-On 0.5% Alibaba CB?

Alibaba (BABA.US) recently issued convertible senior notes (“CN” or “CB”) for share repurchase through a private offering, totaling US$5 billion (equivalent to approximately HK$39 billion), carrying a remarkably low coupon rate of 0.5% and a maturing in 2031. Despite the low yield, the offering experienced significant oversubscription, indicating strong demand from qualified institutional investors. In

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Sustainability and Green Buildings: What Are The Valuation Implications?

As the world grapples with environmental challenges, the real estate industry is undergoing a transformative shift towards sustainability. Recently, a leading multinational insurance company unveiled its new eco-friendly redeveloped group headquarters building in Wan Chai, setting a benchmark for green building design in the region. This development highlights a growing global trend towards sustainability, driven

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