Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Black Bear Value Fund Q3 2022 Letter and more

In today’s briefing:

  • Black Bear Value Fund Q3 2022 Letter
  • GEM Weekly (14 Oct 2022): South Korean Repo, Chinese CPI; TSMC, Samsung Electronics, SK Hynix, Wipro
  • Palm Valley Capital Fund Q3 2022 Commentary
  • China Healthcare Weekly (Oct.14) – State Finance Discount for Medical Device; IVD VBP; VBP Changes

Black Bear Value Fund Q3 2022 Letter

By Fund Newsletters

  • Black Bear Value Fund returned -2.4% in September and +0.7% YTD.
  • This is the kind of environment where the ability to play offense and invest for the future is advantageous to our partnership.
  • Valuations between what we own and the “market” are still very wide.

GEM Weekly (14 Oct 2022): South Korean Repo, Chinese CPI; TSMC, Samsung Electronics, SK Hynix, Wipro

By Wium Malan, CFA


Palm Valley Capital Fund Q3 2022 Commentary

By Fund Newsletters

  • The Palm Valley Capital Fund invests in small cap stocks. While our Fund is new, its underlying absolute return-based investment strategy is not. We have practiced the same strategy throughout our careers in investment management.
  • The combination of falling stock prices and attractive small cap multiples appears to present a powerful case for buying aggressively. We do not share this view.
  • Non-cash share-based compensation accounts for roughly one-third of the collective free cash flow of small caps in the S&P 600 Index.
  • The current 33x median price-to-free cash flow multiple for better quality small caps (S&P 600) is the highest this cycle.
  • Market volatility is important to Palm Valley’s absolute return strategy.

China Healthcare Weekly (Oct.14) – State Finance Discount for Medical Device; IVD VBP; VBP Changes

By Xinyao (Criss) Wang

  • The State Council decided to support renovation of medical equipment with special refinancing/financial interest subsidy, which has promoting effect in short-term. Investors are advised to look at it dialectically. 
  • The draft for comments on the centralized procurement of liver function biochemical reagents led by Jiangxi was released. The rules are better than the market expected.
  • We saw some new changes in VBP. For investors, since VBP is inevitable, it is better to accept it – There are still good opportunities in some cases.

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