Oriental Value | Substack

An Update on Activation Group (9919 HK)

Major luxury brands' commentaries on China and some updates from management

May 2 •

The Recent Bump on Activation Group (9919 HK)

IR, price movements and some important points to note

Mar 22 •

Activation Group (9919 HK)

A cheap pick-and-shovel play on Chinese luxury consumption

Mar 19 •

Most Popular

Activation Group (9919 HK)

Mar 19 • Oriental Value

The Recent Bump on Activation Group (9919 HK)

Mar 22 • Oriental Value

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This is Oriental Value, a newsletter about Value Investing in Asia.

Dec 6, 2022 •

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Value Investing in Asia

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