Sun Hung Kai & Co

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 •

Portfolio update #20 (f🔐)

Introduction of several new US-listed positions, with HK-stock characteristics... ie CHEAP, with juicy dividend yields *** Two exits

Aug 24 •

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 •

News & Insights #56

Halyk makes a move to scale up in Uzbekistan *** Acomo thesis played out *** Extreme price competition has run out of favor in China *** And more

Jul 27 •

HK 第42部分; Mental models & 8%+ yield

Mental models & An 8%+ dividend yield Hong Kong stock, named Sun Hung Kai & Co., trading at a fraction of book value

May 31 •

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 #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 •

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 •

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