I bought Oriental Watch when it was very cheap on an asset base …Continue reading “On Oriental Watch (pre FY’22, ending March’22)”
Tag: 398 HK
Thought on Emerging Markets; and playing (Russian) roulette?
With some of my best performing stocks being emerging market plays, I got to think about the question of …Continue reading “Thought on Emerging Markets; and playing (Russian) roulette?”
Quick thoughts on Oriental Watch (398 HK)
As of Monday, the stock (398 HK) is down to HKD 3.32 from its June 22 high at 4.55 (-27%). And who knows, Chinese/HK stocks might go a lot lower with Evergrande/property developers/debt -stories unfolding.Continue reading “Quick thoughts on Oriental Watch (398 HK)”
Food for Thought #22 // Links🔗
The year is coming to an end. Here is some more food for thought for the weekend or the holidays, including: investing with a sense for future regrets, Charles Schwab, Square, FEmsa, BBBY, …Continue reading “Food for Thought #22 // Links🔗”
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”
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”
Links🔗: Food for Thought
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: Palantir, Shopify, M&A deals, softbank, nvidia, Oracle, Arm, Immunomedics, Oriental Watch, excess returns, …Continue reading “Links🔗: Food for Thought”
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?”
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! …