Letters by company

Swire Pacific Ltd

2 letters discussing SWRAY. Everything written about it on this site is on its ticker page.

Seafarer Capital Partners Portfolio Review Seafarer Overseas Value Fund lagged concentrated emerging-markets benchmarks while retaining diversified exposure to Samsung-related hardware and financials. The fund added Swire Pacific for discounted assets and capital allocation, while exiting Wilmar International over Indonesian export controls and Emaar Properties over regional security risks. second quarter 2026 006400 $33B028260 $38BCHFHF
Seafarer Capital Partners Portfolio Review Seafarer Overseas Growth and Income Fund added Swire Pacific and ALS Limited, exited Alibaba, and sold most gains in Samsung Electronics and Hyundai Mobis to reduce South Korea and AI exposure. The managers argue that AI-linked equities form an acute bubble, while diversified emerging-market earnings outside technology remain supportive. second quarter 2026 012330 $24BBABA $262BCPBLF $7.6B