Passport Captial

http://www.passportcapital.com/
因為豐德麗, 就走去看看passport captial,

Careers
Passport Capital is a non-traditional hedge fund in its reliance on primary research. We embrace a buy and hold investment strategy, preferring to own, rather than trade, our core positions. Our commitment to our core positions stems from rigorous research intended to identify the most powerful trends and leading companies globally. This process gives us the perspective and conviction to realize the full potential of our holdings as their values compound and gain broader market acceptance. We value intellectual curiosity and honesty, expansive thinking and constant re-evaluation. Passport Capital's strong company culture emphasizes teamwork and absolute returns for our investors.

所以估計571 係配股而唔係passport capital 離開

除了呢兩個choice, 朋友們, 還想到什麼?

第一次大成交:passport 進場

最近大成交: 不明事件


---------
http://grassrootblog.blogspot.com/2009/11/571hk.html

我有興趣, 因為according 去呢個blog,
豐德麗(571.HK) - 資產豐厚，但就是不漲

這$4.2元的NAV並不是一些不實在的資產，豐德麗持有的麗新現有投資物業包括銅鑼灣廣場2期、長沙灣廣場，及麗新商業中心，除了香港的地產業務，豐德麗還持有澳門 "星麗門"項目，這個大型地產項目在金融海潚中被暫停，現在澳門市場再度紅火，只要這個項目再度上馬，可為豐德麗未來數年的前景加分。

豐德麗還持有約14億元現金，每股淨現金$1.12元, 現價1.11
又何來唔吸引