Archive - Oriental Value

Water Oasis (1161 HK)

Money is Beauty

Apr 14, 2024 •

February 2024

Perfect Medical (1830 HK)

Beauty is Money

Feb 24, 2024 •

December 2023

LH Group (1978 HK)

What's next after a special dividend?

Dec 3, 2023 •

August 2023

An Update on 2023H1 Results of Activation Group (9919 HK)

Earnings highlights and commentaries from luxury brands on China

Aug 22, 2023 •

Taste Gourmet (8371 HK)

A capable operator in a tough industry

Aug 4, 2023 •

July 2023

An Update on Oriental Watch (398 HK)

Insights from management and some important clarifications

Jul 12, 2023 •

June 2023

Oriental Watch (398 HK)

Reopening trade?

Jun 11, 2023 •

May 2023

An Update on Activation Group (9919 HK)

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

May 2, 2023 •

March 2023

The Recent Bump on Activation Group (9919 HK)

IR, price movements and some important points to note

Mar 22, 2023 •

Activation Group (9919 HK)

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

Mar 19, 2023 •

December 2022

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

Dec 6, 2022 •

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