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Water Oasis (1161 HK)
Money is Beauty
Apr 14
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Water Oasis (1161 HK)
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February 2024
Perfect Medical (1830 HK)
Beauty is Money
Feb 24
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Perfect Medical (1830 HK)
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8
December 2023
LH Group (1978 HK)
What's next after a special dividend?
Dec 3, 2023
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LH Group (1978 HK)
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5
August 2023
An Update on 2023H1 Results of Activation Group (9919 HK)
Earnings highlights and commentaries from luxury brands on China
Aug 22, 2023
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An Update on 2023H1 Results of Activation Group (9919 HK)
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Taste Gourmet (8371 HK)
A capable operator in a tough industry
Aug 4, 2023
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Taste Gourmet (8371 HK)
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July 2023
An Update on Oriental Watch (398 HK)
Insights from management and some important clarifications
Jul 12, 2023
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An Update on Oriental Watch (398 HK)
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June 2023
Oriental Watch (398 HK)
Reopening trade?
Jun 11, 2023
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Oriental Watch (398 HK)
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May 2023
An Update on Activation Group (9919 HK)
Major luxury brands' commentaries on China and some updates from management
May 2, 2023
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An Update on Activation Group (9919 HK)
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March 2023
The Recent Bump on Activation Group (9919 HK)
IR, price movements and some important points to note
Mar 22, 2023
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The Recent Bump on Activation Group (9919 HK)
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Activation Group (9919 HK)
A cheap pick-and-shovel play on Chinese luxury consumption
Mar 19, 2023
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Activation Group (9919 HK)
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December 2022
Coming soon
This is Oriental Value, a newsletter about Value Investing in Asia.
Dec 6, 2022
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