Chow Tai Fook (1929): Protest Casualty
The ongoing protest in Hong Kong does not help to lift up the already dull retail sales growth in 2019. Although mainland Chinese tourists still...
478 Views
Oriental Watch: +55% in Last 5 Months; Several Data Points Suggest More Upside Ahead
Oriental Watch Holdings (398 HK) has been performing strongly since my write-up late 2017. Shares are up 55% since then (from 1.75 HKD to 2.70 HKD...
410 Views
Dairy Farm International: Who Moved My Cheese?
Complacency makes Dairy Farm a perfect shortDairy Farm Intl Hldgs Ltd (DFI SP) has enjoyed being an oligopoly in Hong Kong and Singapore’s...
754 Views
Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
5.8k Views