Cheung Kong Holdings
0001.HK
position
long
Marty Whitman
Thesis
Cheung Kong Holdings has a net asset value of around HK$140 per share and is experiencing panic selling due to fears regarding its European presence. The company has strong prospects for NAV growth, making it an attractive investment opportunity.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a clear timeline for the thesis, it's difficult to assess whether the investment thesis has played out. The thesis suggests strong NAV growth potential, but without knowing how the market has reacted or how much time has passed, we cannot determine the outcome. Therefore, the confidence in this assessment is low.
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