Overview of My Winners and Losers in 2021... And 5 High Conviction Ideas Going Into 2022
2021's vintage of 5 High Conviction Ideas did extremely well led by star performer Pc Partner. Our new selection for 2022 will hopefully have some...
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Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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Hong Kong Stocks Priced For Liquidation
With investors chucking in the towel and the HSI touching a thirteen-year low, it's time for some old school perspective.
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PC Partner: Strong 1H22 but High Uncertainty into 2H22. Downside Supported by Cash and Dividend.
PC partner reported solid 1H22 results. 3Q22 outlook is weak and the inventory situation is high depressing sentiment. The downside is supported by...
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Preview Pc Partner 1H22 Earnings: Solid Profits and Cash Now over 100% of Market Cap
Pc Partner has seen a good 1Q22 but a sharp slowdown late in 2Q22. We forecast weakness into 3Q22 but are hopeful for a recovery in ASP on the back...
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