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Cheung Kong to merge with Hutchison Whampoa

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  1. #31

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    I think the fear is that local Tycoons may just be displaced but SOE's and Tycoons from the mainland who know how to leverage relationships with the behind the scenes governors of Hong Kong.

    There has been no structural changes that suggest Hong Kong has become an entrepreneurial paradise. It is still a city where big business connected to the political leaders will seek rent.
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  2. #32

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    Quote Originally Posted by Mat:
    What's the issue if he invest elsewhere?
    It would seem very sensible to diversify income streams especially if new political leadership is deciding who will get access to the trough in Hong Kong
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  3. #33

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    Quote Originally Posted by East_coast:
    It would seem very sensible to diversify income streams especially if new political leadership is deciding who will get access to the trough in Hong Kong
    So there is no issue if he invests elsewhere....he has been doing so for decades btw.


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  4. #34

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    Quote Originally Posted by Mat:
    So there is no issue if he invests elsewhere....he has been doing so for decades btw.
    None obviously. It is the falloff of investment in Hong Kong and the potential sale of core assets such as Park n Shop that is the change in recent (last 5-7 years) history

  5. #35

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    Here is one man's simple opinion. Li expects HK property market to tank. If US interest rates rises, house prices will surely fall. He probably expects China real estate also to tank (many are in trouble already see Kaisa and Agile). This is one way to insulate his other businesses from the property piece.


  6. #36

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    Quote Originally Posted by East_coast:
    None obviously. It is the falloff of investment in Hong Kong and the potential sale of core assets such as Park n Shop that is the change in recent (last 5-7 years) history
    Again what would be the issue if he sales PnS....it's not like what's on offer in their shop keep me up at night.




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  7. #37

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    Quote Originally Posted by Mat:
    Again what would be the issue if he sales PnS....it's not like what's on offer in their shop keep me up at night.
    There should be no issue if he sells any of his utility type concerns be they PnS or Tel-coms or Ports business. But unfortunately the possibility of the buyer being 'unpatriotic' is probably very limited with the current Maoist leanings in Beijing. This would mean the sale of any utility type assets would almost certainly go to a large monopolistic SEO from across the border. LKS not investing in HK is not necessarily a good thing.

    A tougher anti-monopoly stance with an positive-non-interventionist approach (creating rules and environment for 'FAIR' capitalism) is needed. Saying that the HK Gov needs the big property developers to enact the current policies of soulless 'new towns' near the border.

  8. #38

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    Quote Originally Posted by East_coast:
    There should be no issue if he sells any of his utility type concerns be they PnS or Tel-coms or Ports business. But unfortunately the possibility of the buyer being 'unpatriotic' is probably very limited with the current Maoist leanings in Beijing. This would mean the sale of any utility type assets would almost certainly go to a large monopolistic SEO from across the border. LKS not investing in HK is not necessarily a good thing.

    A tougher anti-monopoly stance with an positive-non-interventionist approach (creating rules and environment for 'FAIR' capitalism) is needed. Saying that the HK Gov needs the big property developers to enact the current policies of soulless 'new towns' near the border.
    1. there is a possibility as you said, not a certainty
    2. Not everything chinese is bad, some stuffs can be good once in a while....
    3. Fair capitaslim? where? in the US with plenty of protectionist laws? In Europe with more of the same?

    Let's not kid ourselves for a second.

    The world is controlled by a few people, it's always been this way, it will always be this way.
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  9. #39

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    Quote Originally Posted by Mat:
    1. there is a possibility as you said, not a certainty
    2. Not everything chinese is bad, some stuffs can be good once in a while....
    3. Fair capitaslim? where? in the US with plenty of protectionist laws? In Europe with more of the same?

    Let's not kid ourselves for a second.

    The world is controlled by a few people, it's always been this way, it will always be this way.
    Not true Mat.
    WE LOVE THE US of A. DONT SAY BAD THINGS ABOUT THE US of A.
    Even IF the US of A does something bad, it's only to achieve something GOOD!!!

  10. #40

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    Quote Originally Posted by Hurtmesome:
    Not true Mat.
    WE LOVE THE US of A. DONT SAY BAD THINGS ABOUT THE US of A.
    Even IF the US of A does something bad, it's only to achieve something GOOD!!!
    I think you forgot the "sarcasm" emoticon.

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