HK 第39部分; CY2024 earnings season
2025/03/31 marked the end of CY2024 earnings season. This edition mostly runs through notable filings I looked into.
1. Jaminvest resources
Some useful links to key resources on Jaminvest.
🏷️ - Financial models/templates/et cetera (f🔐)
🏷️ - Hong Kong (sub-)portfolio posts
🏷️ - Portfolio posts (f🔐)
» » - Stock/Company list, alphabetical lists of many of the stocks mentioned
🏷️ - Tutorials including Excel sheets
2. HK 第部分
For newer members on this blog, please find the HK 第部分 recap in footnote 👉 1 .
HK 第部分 index
Miscellaneous
Anxian Yuan and the death care service industry
Mexan Limited
Natural Food International
Zylox-Tonbridge
2.a. Miscellaneous
2.a.i OTC market?
The Securities and Futures Commission and HKEX are looking at designing an OTC market as an “end-of-life care” platform that would provide an exit for investors looking to sell and not allow any new funds to be raised.
This would be a very welcome trading venue. Owning a company that violates the rules - maintaining public floats (25% minimum), failure to publish financial reports, et cetera - can be a horrific experience. Some of the resulting trade suspensions have lasted for years, without any exit opportunity for investors, and after an 18 month suspension stocks can be delisted.
2.a.ii The close of CY2024 earnings season
Last Monday 2024/03/31 marked the close of the earnings season for companies with an HK listing that are reporting on a regular calender basis. The number of filings on Friday, Sunday, and Monday was absolutely enormous. Opening almost all of the filings, at least briefly again, handed me some more stocks for the watchlist.