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Emerging Value
Emerging Value
South East Asia real estate cash cow
Ideas in Emerging Markets

South East Asia real estate cash cow

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Emerging Value
Jan 11, 2023
∙ Paid
3

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Emerging Value
Emerging Value
South East Asia real estate cash cow
2
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Fat pitch:

  • The company owns an office skyscraper in a cheap megacity

  • The company has one project coming online in 2023

  • The company owns other assets in HK

  • Past capital allocation has seen funds lost on exotic projects, now its more dividends and investments in HK

  • PE under 6

History and intro

I found this company by typing “Vietnam” in my broker and looking at …

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