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An Update on 2023H1 Results of Activation Group (9919 HK)
Earnings highlights and commentaries from luxury brands on China
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Oriental Value
Taste Gourmet (8371 HK)
A capable operator in a tough industry
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Oriental Value
2
July 2023
An Update on Oriental Watch (398 HK)
Insights from management and some important clarifications
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Oriental Value
June 2023
Oriental Watch (398 HK)
Reopening trade?
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Oriental Value
May 2023
An Update on Activation Group (9919 HK)
Major luxury brands' commentaries on China and some updates from management
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Oriental Value
March 2023
The Recent Bump on Activation Group (9919 HK)
IR, price movements and some important points to note
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Oriental Value
Activation Group (9919 HK)
A cheap pick-and-shovel play on Chinese luxury consumption
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Oriental Value
1
December 2022
Coming soon
This is Oriental Value, a newsletter about Value Investing in Asia.
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Oriental Value
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