SUN HUNG KAI & CO. When conservative management is not at odds with profitability. скачать в хорошем качестве

SUN HUNG KAI & CO. When conservative management is not at odds with profitability.

In this video, we tell you why at Horos we decided to invest in Sun Hung Kai & Co., a Hong Kong-listed company that perfectly represents the type of opportunities we seek in our international funds. 🧭 Although it may be surprising that a Spanish asset manager would invest in Asia, we do so with the same level of analysis and rigor that we would apply to a European company. We look for well-managed, family-owned companies with little or no debt and great potential for appreciation. And Sun Hung Kai is a paradigmatic case. With more than 60 years of history and three solid business lines (consumer credit, investment in alternative assets, and participation in asset management companies), this company offers a huge discount to its real value (estimated NAV more than five times its current capitalization), in addition to a 10% dividend policy. 🌏 This thesis is a clear example of how we apply our value and contrarian investing philosophy globally: we seek value where the market doesn't want to see it, we take advantage of market inefficiencies, and we invest in management teams with a long-term vision, even in environments as challenging as the Hong Kong market. You can watch the full talk on the Value School channel:    • ​​Por qué pagar poco por comprar buen...   🌐 Follow us on our social media and stay up to date with our news: 💼 LinkedIn:   / 18549073   🐦 Twitter: https://x.com/horosfunds 📸 Instagram:   / horosassetmanagement   📘 Facebook:   / horosfunds   Podcast & Audio 🟢ᯤ Spotify: https://open.spotify.com/show/7zLMYA1... 🟠 iVoox https://go.ivoox.com/sq/627614 👉 Subscribe to the channel for more market analysis, interviews, and reflections on investing with common sense and a long-term vision. #ValueInvesting #InvestmentFunds #HorosAM #LongTermInvesting #ValueSchool