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Water Oasis (1161 HK)
Money is Beauty
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Oriental Value
2
Activation Group (9919 HK)
A cheap pick-and-shovel play on Chinese luxury consumption
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Oriental Value
1
Taste Gourmet (8371 HK)
A capable operator in a tough industry
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Oriental Value
3
Perfect Medical (1830 HK)
Beauty is Money
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8
LH Group (1978 HK)
What's next after a special dividend?
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Oriental Value
5
Oriental Watch (398 HK)
Reopening trade?
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An Update on Oriental Watch (398 HK)
Insights from management and some important clarifications
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Oriental Value
An Update on Activation Group (9919 HK)
Major luxury brands' commentaries on China and some updates from management
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Oriental Value
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
The Recent Bump on Activation Group (9919 HK)
IR, price movements and some important points to note
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Oriental Value
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