Index (f🔐)

Your guide in navigating jaminvest.substack.com to find the best stock analyses, and other noteworthy posts.

Personal favorites

• $BRM.v - Biorem

• $2360.hk - Best Mart 360

• $1405.hk - DPC Dash (Domino’s franchisee)

• $1837.hk - Natural Food International

• $0239.hk - Pak Fah Yeow International (Hoe Hin White Flower)

• $SEI.v - Sintana Energy

Tracking Jam Stocks

• 2024/04/22 Thesis updates on the main stocks from this substack

• 2024/08/04 Stock/Company list

Hidden gems

• Characteristics of a Hidden Jam

• $BRM.v - Biorem

  • #1 Thesis

  • #2 CEO interview takeaways

  • #3 Update 2023Q4 results

• $GIG.ol - Gaming Innovation Group

  • 2024/04/29 - Full analysis by

    Alex Feng

• HSBK.L - Halyk Bank

• $SYZ.to - Sylogist

• $TR1.mc - Tier 1 Technology

HK 第部分

• $0922.hk - Anxian Yuan - Death care industry

  • 2024/04/04 Articles on AI and AR to ‘revive’ loved ones

    • The Straits Times ¹

    • The Guardian ²

  • 2024/05/02;

    Left
    on AI restoration technology and Augmented Reality (AR)

• $2360.hk - Best Mart 360

  • #1 Thesis

  • #2 Full analysis; “Benjamin #1”

  • #3 Strategic re-focus back on HK, away from Mainland China

• $0788.hk - China Tower

• $1405.hk - DPC Dash (Domino’s franchisee)

• $0142.hk - First Pacific

• $2107.hk - First Service; 2024/02/22, 2024/03/27, 2024/07/30

• $1448.hk - Fou Shou Yuan - Death care industry

  • 2024/01/26 -

    Kevin
    ’s write-up

  • 2024/05/22 -

    Investing in China
    ’s write-up

• $1837.hk - Natural Food International

  • #1 Thesis

  • #2 Full analysis; “Benjamin #2”

  • #3 Catalyst #1; Positive profit alert

  • #4 Benjamin #2; Revealing the identity of mystery stock “Benjamin #2” for the first-time for free subscribers

  • #5 Catalyst #2; dividend declaration implies 7% yield

  • #6 IR contact and updated thoughts

• $0239.hk - Pak Fah Yeow International (Hoe Hin White Flower)

• $1023.hk - Sitoy Group

• $0882.hk - Tianjin Development

  • #1 Introduction and links to write-ups from

    Diego Milano
    / Quercus Fund

  • #2 Thesis

  • Elevators industry (China), by

    Chesley

  • #3 Valuation assessment

Odd lots

• $DDRIL.ol - Dolphin Drilling

• $SEI.v - Sintana Energy

  • #1 Thesis

  • #2 Update and Namibia oil valuation model

  • Introduction to Nambia by

    Another oil and gas tourist
    and
    Name

  • Sintana Energy by

    Another oil and gas tourist
    and
    Name

Financial models

The financial models require a) Iterations to be turned on, and b) English-style settings » File > Options > Advanced > ((un)check) Apply system separators. Read the User manual post or the ³ footnote for instructions.

• Complete User manual + Yum China model available in this » post