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News & Insights #39
Checking up on... China Tower's dividend... Gentoo Media's organic growth... and the Offshore drillers... amongst others
Feb 22
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News & Insights #39
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HK 第35部分; One-Day Stocks #4
A recap of the Hong Kong stocks journey thusfar... an overview of One-Day Stocks... some new names... and a HK stock exit
Feb 17
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HK 第35部分; One-Day Stocks #4
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News & Insights #37
150% dividend yield anyone? No, This is NO TYPO; 150% dividend yield!! I bet this particular stock will see heavy trading action next week. When there's…
Feb 8
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News & Insights #37
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News & Insights #30
This week's highlights were EM currency movements and Simply Solventless Concentrates' guidance release. I also turned over some more HK rocks.
Nov 29, 2024
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News & Insights #30
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HK 第30部分; 翻开岩石
A 15% divi yielder, a HK$ trading for 10 cents (0.10 P/FAV), notable news on several Hong Kong favorites. Those are the key ingredients of this edition…
Nov 27, 2024
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HK 第30部分; 翻开岩石
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Tracking Jam Stocks #4
Tracking Jam Stocks 'recaps' most of the key stocks from this substack.
Nov 22, 2024
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Tracking Jam Stocks #4
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News & Insights #25
Lots of developments >> a profit warning, insider purchases, spin-offs, a failing / delayed capital raise, results, an acquisition by Kaspi, and more
Oct 20, 2024
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News & Insights #25
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News & Insights #18
Lots of news and reports this week, mostly supportive
Aug 11, 2024
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News & Insights #18
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HK 第22部分; 2024H1 results
It is 2024H1 profit alert and earnings season in Hong Kong, with interesting news for three of my favorite absurd-cheap HK 第部分, amongst others
Aug 7, 2024
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HK 第22部分; 2024H1 results
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Tracking Jam Stocks #2
Biorem, Natural Food, and Sintana validated my investment thesis, on short notice. Let's have a closer look at how the main stocks from this substack…
Apr 22, 2024
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Tracking Jam Stocks #2
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News & Insights #6
Additions to the HK portfolio *** the new financial model feature *** background insights in Tianjin Development's prime affiliate *** and more
Mar 24, 2024
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News & Insights #6
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Portfolio update #1 (f🔐)
One new stock entered the portfolio, and I topped-up several others.
Mar 19, 2024
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Portfolio update #1 (f🔐)
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