Value Investing in Asia, Oriental Value

Oriental Value

Value Investing in Asia

Equity Bottom-Up

<ul><li>Following the positive response to our article on Perfect Medical , we are keen to introduce our readers to another noteworthy company in the healthcare and beauty industry, Water Oasis.</li><li>Despite initial appearances suggesting sluggish revenue growth over the past decade, a deeper examination reveals significant improvements in business quality and consistent shareholder returns through substantial dividends.</li><li>This under-the-radar company, we believe, presents an attractive risk-reward profile.</li></ul>

Following the positive response to our article on Perfect Medical , we are keen to introduce our readers to another noteworthy company in the healthcare and beauty industry, Water Oasis.Despite initial appearances suggesting sluggish revenue growth over the past decade, a deeper examination reveals significant improvements in business quality and consistent shareholder returns through substantial dividends.This under-the-radar company, we believe, presents an attractive risk-reward profile.

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.

Genomma Lab Internacional Sab / Equity Bottom-Up

<ul><li>I got two new ideas and will close one. </li><li>The first one is Genomma Lab (LABB) , a Mexican branded OTC pharma and personal care products company.</li><li>The stock trades at a cheap multiple of about 10x earnings. But if you adjust for currency losses, the stock is cheaper.</li></ul>

I got two new ideas and will close one. The first one is Genomma Lab (LABB) , a Mexican branded OTC pharma and personal care products company.The stock trades at a cheap multiple of about 10x earnings. But if you adjust for currency losses, the stock is cheaper.

<ul><li>Early this year I was quite pessimistic on Hong Kong stocks.</li><li>But since then the Hang Seng is down another 20% or so. A lot of stocks with 9-10%+ dividend yields are laying around.</li><li>I should have been a bit quicker writing this up, but then you are getting it for free.</li></ul>

Early this year I was quite pessimistic on Hong Kong stocks.But since then the Hang Seng is down another 20% or so. A lot of stocks with 9-10%+ dividend yields are laying around.I should have been a bit quicker writing this up, but then you are getting it for free.

Hong Kong

Water Oasis Group Limited distributes exclusively ~H2O+ brand skin-care products in Hong Kong, Macau, Taiwan and China. The Company also operates spa centers under the Oasis Spa, Oasis Beauty, and Oasis Beauty Homme brand names.

Water Oasis (1161 HK)