PW Medtech

News & Insights #54; Slowly and then Suddenly

Titbits on Open Lending, SUTL Enterprise, etc., and the usual HK ingredients; a monster dividend, absurd-cheap stocks, profit alerts, and more

Jul 11 •

Portfolio update #19 (f🔐)

Updated portfolio tables

Jun 26 •

News & Insights #53

Spoiler alert for OTBT RoW *** Why hang on to One-Day Stock Mexan Limited *** Stock frenzy with Chinese neuro companies *** And more

Jun 18 •

News & Insights #50

Changing my opinion on GiG Software *** A quick look at 10%-yielding Meren Energy (fka Africa Oil) *** Yet another absurd-cheap HK stock *** And more

May 23 •

News & Insights #48

🎢🎢🎢 with Simply Solventless and Open Lending *** Value unlocks in absurd-cheap HK stocks *** And more

May 8 •

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 •

Portfolio update #16 (f🔐)

Apr 2 •

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 •

News & Insights #25

Lots of developments >> a profit warning, insider purchases, spin-offs, a failing / delayed capital raise, results, an acquisition by Kaspi, and more

Oct 20, 2024 •

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