External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Key points (machine generated)<ul><li>111 Inc's privatization process has been ongoing for 14 months, but no definitive agreement has been reached, leading to investor fatigue and a significant drop in stock price.</li><li>Chinese companies listed in the US typically have long privatization timelines, with some taking over 2 years to finalize the process.</li><li>The extended timeline in 111 Inc's case may be causing concern among investors, resulting in a wider spread between the offer price and the stock price, but relisting the company in China could potentially lead to a higher valuation.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)111 Inc's privatization process has been ongoing for 14 months, but no definitive agreement has been reached, leading to investor fatigue and a significant drop in stock price.Chinese companies listed in the US typically have long privatization timelines, with some taking over 2 years to finalize the process.The extended timeline in 111 Inc's case may be causing concern among investors, resulting in a wider spread between the offer price and the stock price, but relisting the company in China could potentially lead to a higher valuation.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

111 Inc -Adr (YI) - Thursday, Nov 2, 2023

Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

<ul><li>Another quick trade idea. A continuation of the China theme (see my last post for more info).  Lufax holdings (LU). Again courtesy of JohnTill on Stocktwits.</li><li>A Chinese lending company, lending out directly and providing a peer to peer lending platform for the Chinese market.</li><li>With Ping An being a ~41% shareholder.</li></ul>

Another quick trade idea. A continuation of the China theme (see my last post for more info).  Lufax holdings (LU). Again courtesy of JohnTill on Stocktwits.A Chinese lending company, lending out directly and providing a peer to peer lending platform for the Chinese market.With Ping An being a ~41% shareholder.

<ul><li>First a new holding, Nameson Holdings (HKG:1982). A vertically integrated knitwear and fabrics manufacturer with most of its production base in Vietnam and some of it still in China.</li><li>They expanded to Myanmar, which did not work out so well, so they had to take significant write-downs and restructuring costs recently of 243 million HK$.</li><li>This somewhat obscures their true earnings power.</li></ul>

First a new holding, Nameson Holdings (HKG:1982). A vertically integrated knitwear and fabrics manufacturer with most of its production base in Vietnam and some of it still in China.They expanded to Myanmar, which did not work out so well, so they had to take significant write-downs and restructuring costs recently of 243 million HK$.This somewhat obscures their true earnings power.

<ul><li>First of all, happy new year to all my readers! May 2024 bring market beating returns for everyone.</li><li>Again I managed to underperform my blog stock picks by concentrating in the wrong stocks.</li><li>Although I still ended up over 20% for the year, it was disappointing considering I was getting close to 30% in July.</li></ul>

First of all, happy new year to all my readers! May 2024 bring market beating returns for everyone.Again I managed to underperform my blog stock picks by concentrating in the wrong stocks.Although I still ended up over 20% for the year, it was disappointing considering I was getting close to 30% in July.

<ul><li>A list of my current active ideas are at the bottom of this write-up.</li><li>I thought I would do a follow up on my Pagseguro (PAGS) article last month, as the write-up was a bit too brief.</li><li>It was mentioned in the comment section that PIX is the reason the stock is cheap and that it will take market share from Credit Cards in Brazil.</li></ul>

A list of my current active ideas are at the bottom of this write-up.I thought I would do a follow up on my Pagseguro (PAGS) article last month, as the write-up was a bit too brief.It was mentioned in the comment section that PIX is the reason the stock is cheap and that it will take market share from Credit Cards in Brazil.

China

111, Inc. operates as a digital and mobile healthcare platform. The Company offers pharmacy distribution, medical consultancy, e-prescription, and other services. 111 serves patients in China.

111 Inc (YI US)

111 Inc -Adr (YI) - Thursday, Nov 2, 2023

The ongoing privatization process for 111 Inc, a Chinese company listed in the US, has taken longer than usual, causing concerns among investors...

Value Investors Club

Quick Ideas #9

A Chinese lending company, lending out directly and providing a peer to peer lending platform for the Chinese market. With Ping An being a ~41%...

Turtles all the way down

Some Updates #2

First a new holding, Nameson Holdings (HKG:1982). A vertically integrated knitwear and fabrics manufacturer with most of its production base in...

Turtles all the way down

Quick Ideas #6

First of all, happy new year to all my readers! May 2024 bring market beating returns for everyone. Again I managed to underperform my blog stock...

Turtles all the way down

Updates on PAGS, YI, SBSAA

A list of my current active ideas are at the bottom of this write-up. I thought I would do a follow up on my Pagseguro (PAGS) article last month,...

Turtles all the way down