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Broader market commentary and insights, research ideas, case studies, and other topics worth discussing
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Tung Chung commercial land was failed to sell in 2020. CHFT Alex Leung proposed mixed data centre &
CHFT Alex Leung, in Oct 2020, proposed a commercial land in a new reclamation area for mixed comm and data centre uses. The govt adopted
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Home anti-infection stimulates demand for home economy
羅珏瑜 華坊諮詢評估有限公司執行董事 最近財經市場出現了一個新名詞「宅經濟」(Work from Home Economy)。「宅」在華語圈是一個對足不出户,長期居家的形容詞。英國政府去年年底煞停了亞馬遜收購Deliveroo(戶戶送)的股權交易,表示有壟斷市場的擔憂,但今...
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The Rise of Future Consultancy: Whoever Controls the Past, Controls the Future
盧銘恩 華坊諮詢評估有限公司董事總經理 世局多變,個人以至企業機構都需要適應所謂的新常態(New Normal)。面對未知的未來,個人尚且會求神問卜,趨吉避凶,企業機構也會對未來充滿興趣,並希望預早制訂公司策略,以應對同業激烈的競爭。隨著展望未來越發重要,配合當今人工智能科...
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"Unicorns" are flying all over the world except one line of business
羅珏瑜 華坊諮詢評估有限公司執行董事 獨角獸公司泛指未上市,且估值超過10億美元的企業,而有個行業,全球的市場總額於2026年預計高達1,251億美元,預測期的複合年均增長率達12.4%(數據來源:Businesswire...
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Pricing of privatization of public companies
羅珏瑜 華坊諮詢評估有限公司執行董事 上市公司會德豐(0020)2月份宣佈將啟動私有化。根據公告,會德豐大股東吳光正及其家族將以1股九倉(0004)股票、1股九龍倉置業(1997)股票及12元現金,置換1股會德豐股票,溢價率較會德豐停牌前股價達到約50%。市場自該消息公佈後...
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Monopoly is not the key, Electronic cigarette enterprise valuation also depends on the policy
羅珏瑜 華坊諮詢評估有限公司執行董事 近年電子煙業務相當蓬勃,全球多個國家和地區都逐步開展這項業務,滲透率相當高,數據顯示不同國家和地區都有銷售電子煙,不過,全球煙民人數達11億,涉及的煙草稅高企,整個市場規模逾百億美元,投資者預計身處這行業的公司市值將會十分可觀。...
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Luxury brand joint real estate
奢侈品牌繼承了歐洲的工藝文化,甚至宮廷階層的審美觀,在後工業革命年代繼續產出不少經典又價值不菲的消費品。奢侈品牌的店舖,一般有著與別不同的氛圍。品牌通過室內擺設、氣味、音樂等元素來打造店內的奢侈品購物體驗,在店裡你購買的並不僅僅是一樣商品,還有選購時附帶的品牌體驗,是一種超...
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