SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: rotweil who wrote (105596)4/17/2014 6:11:38 AM
From: Haim R. Branisteanu  Respond to of 220009
 
Very interesting, and possible helpful



To: rotweil who wrote (105596)4/17/2014 6:11:47 AM
From: Haim R. Branisteanu  Respond to of 220009
 
Very interesting, and possible helpful



To: rotweil who wrote (105596)4/19/2014 8:01:27 AM
From: TobagoJack  Read Replies (1) | Respond to of 220009
 
Li Kai shing's cheung kong group is not known for having any substantial allocation to mainland real estate. The guy is too happy and much engaged with Hong Kong real estate, along w/ telecom and utilities. He must have grown up playing monopoly.

Him divesting out of the Beijing mall is just a trade and none should make a big deal out of it. LKS is a good trader. His time is past. His sons are lesser. LKS needs to sell down to simplify things for his two lesser sons. The problem w/ the rich is that sometimes they choose mothers of their kids based on looks, and looks at time do not go together with brains.

LKS's Hutchison operates ports in china is like many offshore companies in many sectors, facing tough local competition on the mainland. The Panama Canal he operates shall soon enough be facing mainland competition by way of Nicaragua canal. In other words, LKS was successful as was Warren Buffett, right time right place, and most import, right era, but the by gone era. Game over.