Kato Five Years Later: Growth Arrived Before Returns
Five years after our original Kato thesis, capacity and core revenue have grown broadly as expected; the missing variable was the multi-year lag...
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Primer: Kato (Hong Kong) (2189 HK) - Aug 2026
Kato is a significant private sector operator in Hong Kong's fragmented elderly residential care industry, poised to benefit from the city's...
110 Views
Pine Care Group - Another MGO, Still Wrong Price Making One Wonder...
Pine Care Group is undergoing its second change of ownership/control in 3yrs as the Tang family sells out to Chinachem (the Wang family). It's...
587 Views
Pine Care Group (1989.HK) - Hard to Make Profits Due to Industry Characteristics; Here Is What to Do
Pine Care is hard to make expected profits due to elderly care industry characteristics in China, with challenging outlook. We advise investors to...
652 Views
Pine Care Group (1989 HK): Chinachem Takeover Offers a Good Exit Opportunity for Investors
Pine Care shareholders can tender their holdings for a guaranteed return, due to the muted growth outlook of the company amid macro headwinds and...
716 Views