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Fu Shou Yuan
News & Insights #51
Dreaming of South Africa, a tropical island in the Indian Ocean... and of sending Brent Ashton to Rotterdam for a holiday
Jun 2
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News & Insights #51
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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.
Apr 5
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HK 第39部分; CY2024 earnings season
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News & Insights #43
Three weeks of insider buying in a European SaaS turnaround *** 10% divi yield E&P *** HK earnings season *** new Dollars trading for Pennies
Mar 22
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News & Insights #43
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HK 第37部分; Shake it up
HK portfolio shake-up, with 4 exits and 2 new entries *** New holding introduction, with c9% dividend yield *** Preview on a stock analysis on potential…
Mar 19
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HK 第37部分; Shake it up
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News & Insights #42
A HK (sub-)portfolio swap *** Results season *** Last week's One-Day Stock doubled in 1 day *** Several new HK high-dividend stocks and/or Dollars…
Mar 15
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News & Insights #42
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News & Insights #35; More temptations
Stellar financial plan (+upside potential) for an American compounder *** Interesting HK situations >> several ultra-low (1-2x) P/E, EV/E, or EV/FCF…
Jan 25
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News & Insights #35; More temptations
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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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News & Insights #20
This earnings season is a brilliant one for expanding my watchlist with more absurd-cheap stocks and several promising high-growth stocks that have…
Aug 24, 2024
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News & Insights #20
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HK 第15部分; The Experts
For HK 第15部分, 15 experts provide their insights on investing in China/HK
May 22, 2024
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Jam_invest
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Active Alpha Research
,
Alex Feng
,
Alvin Chow
,
Dabao
,
Diego Milano
,
The Great Wall Street
,
Michael Fritzell
,
Emerging Value
,
OngWeeHiang
,
Oriental Value
,
Paulo Santos
,
Praya Value
, and
Pyramids and Pagodas
30
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HK 第15部分; The Experts
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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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HK 第2部分; Anxian Yuan and Fu Shou Yuan
Next up in the Hong Kong stocks series; two stocks in the death care service industry. Rarely are two twins valued so differently.
Jan 18, 2024
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HK 第2部分; Anxian Yuan and Fu Shou Yuan
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