A twitter user asked me where i posted my update about this interesting situation. So here it is …Continue reading “Quick update on Porsche SE / VW”
Quicky on Bauhaus International (483 HK)
I stumbled over Bauhaus Int’ using some filter on Hong Kong stocks for high dividend yield, low valuation multiples and considerable net cash some time ago. I only wrote down the ticker at that time. What a pity …Continue reading “Quicky on Bauhaus International (483 HK)”
Quicky on Japan Petroleum Exploration (1662 JP)
I stumbled over Japan Petroleum Exploration Co., Ltd. or Japex via Inpex (1605 JP) …Continue reading “Quicky on Japan Petroleum Exploration (1662 JP)”
Quicky on Talanx AG (TLX GR)
I own a tiny position in TLX since July 2013. Time to take a look.Continue reading “Quicky on Talanx AG (TLX GR)”
Oriental Watch still has a huge pile of excess cash
Oriental Watch completed its conditional share buy back offer and reported H1 results.Continue reading “Oriental Watch still has a huge pile of excess cash”
Quicky #11 on Quadient (QDT), fka Neopost (NEO)
This is part #11 in my series on new companies. Since I bought some share of Neopost, now Quadient, in late Sept 2016 as a turnaround speculation, I guess it is time to take a closer look …Continue reading “Quicky #11 on Quadient (QDT), fka Neopost (NEO)”
Update on SoftBank after Q2 2020 results
SoftBank Group (9984 JP) reported Q2 results, for the period ending Sept 30, 2020.Continue reading “Update on SoftBank after Q2 2020 results”
The 100-Dollar-Company or The Importance of Time (for High Returns)
Return metrics are usually normalized to annual periods. And this is because the dimension of time plays a crucial role in the realm of investment returns.Continue reading “The 100-Dollar-Company or The Importance of Time (for High Returns)”
Quicky #10 on Aareal Bank
This is part five of my mini series on banks and part #10 within my series of Quickies on new companies.Continue reading “Quicky #10 on Aareal Bank”
Quicky #1 on Sino AG: It owns a sexy asset!
The German company Sino AG (XTP) offers high performance online brokerage services. What is interesting about the company is that a few years ago …Continue reading “Quicky #1 on Sino AG: It owns a sexy asset!”
Buying Oriental Watch despite short term uncertainty
Since my last post regarding Oriental Watch I wanted to buy some shares, but never did so because …Continue reading “Buying Oriental Watch despite short term uncertainty”
Is SoftBank Group still worth holding? (update after Q1 results)
SoftBank Group Corp. reported its earnings results for Q1 FY2020 ending June 30, on Tuesday (Aug 11, 2020). Time to update my SOTP valuation …Continue reading “Is SoftBank Group still worth holding? (update after Q1 results)”
My Guest Contribution at valueDACH is Online
The article is about a very interesting invesmtent idea with a huge upside potential. It offers exposure to participate in the African growth story through a European company and the streaming boom at the same time ….Continue reading “My Guest Contribution at valueDACH is Online”
Revisited: Is Oriental Watch the right Hong Kong bargain I want to buy right NOW?
In April, I finally published a post about Oriental Watch. I followed the company since October 2019, but uncertainty remained too high to form an investment case. The bottom line was, I promised to take another look at Oriental Watch when the (preliminary) annual results are available. Final results were released Monday …Continue reading “Revisited: Is Oriental Watch the right Hong Kong bargain I want to buy right NOW?”
Investing in Music Streaming and African Growth at the same Time?
Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate in the music streaming value creation is not yet clear. Investing in the African growth story is older and was hyped time and again. The discussed company might be a good opportunity to participate in both trends with limited downside risk via a French company …Continue reading “Investing in Music Streaming and African Growth at the same Time?”
Softbank Group: Do I Want to Buy More, Hold or Sell?
SoftBank Group (SBG) reported its earnings results for FY2019 on Monday (May 18, 2020), including record losses — mostly driven by adjusting the value of its investments like WeWork and Uber, downwards. Son announced another share buy back program and that SoftBank would invest in startups on its own, since finding outside investors for SVF sequels is unlikely. Time to update my sum-of-the-parts valuation…Continue reading “Softbank Group: Do I Want to Buy More, Hold or Sell?”
Is Oriental Watch the right Hong Kong bargain I want to buy right now?
Oriental Watch Holding Ltd. (Oriental Watch, OW) is a holding company that is listed in Hong Kong (398 HK) since 1993. It is active as a luxury watch retailer in greater China with stores in Hong Kong, Mainland China, Macau and Taiwan. I got the initial idea from a blog I highly recommend you to follow! …
Softbank Group SOTP Valuation Update
Update as of Friday, Feb 14, 2020.Continue reading “Softbank Group SOTP Valuation Update”
Issues regarding Softbank Group
There are various (troubling?) news in the media about Softbank Group (SBG, 9984 JP) and its investments, relating either directly to SBG or to its Softbank Vision Fund (SFV). These news urge me to update my SOTP Valuation for SBG posted in my prior SBG article and to decide what to do with the SBG shares I bought in October 2019.Continue reading “Issues regarding Softbank Group”
SFTB: Softbank Group SOTP Valuation
Softbank Group Corp. (Softbank, SBG) is/was a Japanese Telecom Company, turned Investment Company. Determining what was and what is Softbank is not easy…Continue reading “SFTB: Softbank Group SOTP Valuation”
Porsche SE (SOTP)
Porsche Automobil Holding SE (Porsche SE, PSE) is a Holding Company (Holding Co). Its main asset is a majority holding of the Commons Shares (VOW) of Volkswagen AG (Volkswagen).Continue reading “Porsche SE (SOTP)”