Hang Lung Group

HKG position long Marty Whitman

Thesis

Hang Lung Group is a leading developer of shopping centers in mainland China, trading at a substantial discount from net asset value, making it an attractive investment.

Did it work?

inconclusive confidence: low

Without specific price performance data or a defined time frame since the pitch, it's unclear whether the investment thesis regarding Hang Lung Group has played out. The thesis suggests a long-term value proposition based on net asset value, but without further information, we cannot assess its success or failure.

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