Pak Fah Yeow

News & Insights #49

This post is mostly about lots of Q1 results for Hidden Jams

May 18 •

News & Insights #44

16% dividend yield in Europe, 1 year out *** One HK 第部分 position exit *** Lots of HK earnings news

Mar 28 •

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 #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 •

News & Insights #39

Checking up on... China Tower's dividend... Gentoo Media's organic growth... and the Offshore drillers... amongst others

Feb 22 •

News & Insights #21

This earnings season is still a brilliant one for expanding my watchlist with more absurd-cheap cheap stocks and several promising high-growth stocks…

Aug 29, 2024 •

News & Insights #18

Lots of news and reports this week, mostly supportive

Aug 11, 2024 •

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 •

HK 第20部分; Dollars trading for Pennies

Some early thoughts on 2024H1 earnings **** a folllow-up on Benjamin #2 *** updated valuation tables

Jul 3, 2024 •

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 •

Portfolio update #2 (f🔐)

One new stock entered the portfolio, and I topped-up two others.

Mar 27, 2024 •

Portfolio update #1 (f🔐)

One new stock entered the portfolio, and I topped-up several others.

Mar 19, 2024 •

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