HK portfolio

News & Insights #65

Tempted by a recent IPO with 10%+ divi yield *** Additions to the HK portfolio *** Updates on several 'regulars' like Acomo, China Tower, and Sintana…

Oct 27 •

HK 第45部分; HK +80%... What next?!?

Hong Kong stocks are up about 80% from the bottom two years ago. Luckily, there are still loads of (absurd-)cheap HK 第部分. Let's go through the main…

Sep 25 •

News & Insights #57

Updated Hong Kong (sub-)portfolio, including 1 exit *** GiG Software addressing balance sheet concerns *** And more

Aug 3 •

Portfolio update #18

Managing Risks vs Rewards in an escalating trade war

Apr 9 •

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 •

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 •

News & Insights #41

M&A confirms the absurd-cheap valuations of Hong Kong stocks *** Update on boring European hsd % divi yield stock *** Tiny 1x P/E HK stock poised to fly…

Mar 7 •

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 •

News & Insights #38

Update on Research Solutions *** Update on Kazakhstan *** New Hong Kong bull market? *** Updated Hong Kong (sub-)portfolio *** And more

Feb 14 •

Dragons and Snakes

The year of the Dragon lived up to the prediction of 'good financial luck'. The portfolio delivered strong results, led by triple digit performance from…

Jan 1 •

News & Insights #24

China from "Un-investable" to "Buy EVERYTHING" *** Four portfolio additions *** A roll-up story for 6x earnings *** Kazakhstan fights back against…

Sep 27, 2024 •

HK 第23部分; Bingo cards

Aug 18, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts