Samsonite (1910 HK): Time To Revisit After >20% Pullback + Just Announced Share Buyback
Samsonite is similar to another HK-listed company that I have written extensively about, L'Occitane (973 HK). The company announced a share...
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ESR Group (1821 HK): Offer Musings
As it expands throughout the region, it is arguable ESR has been unfairly penalised by HKEx's protracted bear run. A move away from the HKEx does...
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L'Occitane (973 HK): The Rollover Option, And Alternate Listing Valuations
If you are an arbitrageur, I'd be buying here. If you a LO, at a 5.4% gross yield, hold for completion. If you are willing to hold unlisted scrip,...
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L'Occitane (973 HK): Operational Update Shows Strong Growth Momentum
Two major catalysts: 1. According to public news, Blackstone considers bid for L'Occitane - reported by all major news channels. 2. Major...
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Primer: L'Occitane (973 HK) - Apr 2026
L'Occitane is undergoing a significant strategic shift, transitioning to a private entity under the control of its majority shareholder,...
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