Cyclicality at PC Partner (1263 HK)

Sales, margins and returns on capital recently skyrocketed …

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 …

Advertisement

Food for Thought #40 // Links🔗

This time the most interesting content I stumbled over includes: British take-over targets, stock markets, EMs, biases,…

Food for Thought #25 // Links🔗

This time the most interesting content I stumbled over includes: Howard Marks’ memo, Twitter, Hong Kong,

Quicky #16 on Tradelink (536 HK)

This part #16 is about Tradelink Electronic Commerce Limited, which I found using a screen for ‘cheap’ Hong Kong stocks with a net cash position …

Quicky #13 on China Mobile (941 HK)

This is part #13 of quickies on new companies taking a look at the worlds biggest mobile service provider.

Food for Thought #23 // Links🔗

I stumbled over some reviews of 2020 (and some other stuff) …

Oriental Watch still has a huge pile of excess cash

Oriental Watch completed its conditional share buy back offer and reported H1 results.

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 …

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 …

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! …