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An Update on 2023H1 Results of Activation Group (9919 HK)
Earnings highlights and commentaries from luxury brands on China
Aug 22
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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
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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
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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
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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
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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
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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
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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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Coming soon
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