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News & Insights #60
Earnings season is in full swing. This week there were updates from several Jam 'regulars' such as Halyk Bank, Sun Hung Kai & Co., and Zylox-Tonbridge
Aug 24
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News & Insights #58
Green shots at Open Lending *** Lots of 2025Q2 earnings news *** New catalysts approaching for Sintana Energy *** Gentoo Media at 20%+ FCF-yield?
Aug 11
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News & Insights #49
This post is mostly about lots of Q1 results for Hidden Jams
May 18
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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
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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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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
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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 #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
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News & Insights #18
Lots of news and reports this week, mostly supportive
Aug 11, 2024
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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
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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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