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Oriental Value

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Water Oasis (1161 HK)

April 14, 2024, 10:11 a.m.

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Perfect Medical (1830 HK): Beauty is Money

Feb. 24, 2024, 8:42 p.m.

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LH Group (1978 HK): What's next after a special dividend?

Dec. 3, 2023, 7:17 a.m.

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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, 2023, 1:49 p.m.

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Taste Gourmet (8371 HK) : A capable operator in a tough industry

Aug. 4, 2023, 1:46 p.m.

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An Update on Oriental Watch (398 HK): Insights from management and some important clarifications

July 12, 2023, 6:36 a.m.

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Oriental Watch (398 HK): Reopening trade?

June 11, 2023, 9:38 a.m.

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An Update on Activation Group (9919 HK): Major luxury brands' commentaries on China and some updates from management

May 2, 2023, 3:58 p.m.

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The Recent Bump on Activation Group (9919 HK): IR, price movements and some important points to note

March 22, 2023, 11:29 p.m.

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Activation Group (9919 HK): A cheap pick-and-shovel play on Chinese luxury consumption

March 19, 2023, 8:38 p.m.

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

Dec. 6, 2022, 2:15 a.m.

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