Deep dives

HK 第29部分; The hangover

This is not the sequel to "HK 第27部分; Party like it's 1999!". Instead this post is about a monopolist/oligopolist software business

Oct 12, 2024 •

HK 第28部分; MedTech stocks

On 2024/09/24 and 2024/09/26, I introduced four high-growth Hong Kong stocks. This post is a follow-up on the two MedTech names.

Oct 7, 2024 •

HK 第13部分; Tianjin Development

Tianjin Development is an absurdly cheap, and rather complex conglomerate SOE. This post is an attempt to unravel how cheap $882.hk really is.

Apr 18, 2024 •

HK 第11部分; Yum China is not Domino's

Yum China is high up on the radar for investors in HK/Chinese stocks. Lesser-known Domino's franchisee, DPC Dash, aims to challenge Yum's Pizza Hut for…

Apr 4, 2024 •

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