bullish

Some Updates #2

202 Views07 Mar 2024 07:55
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SUMMARY
  • First a new holding, Nameson Holdings (HKG:1982). A vertically integrated knitwear and fabrics manufacturer with most of its production base in Vietnam and some of it still in China.
  • They expanded to Myanmar, which did not work out so well, so they had to take significant write-downs and restructuring costs recently of 243 million HK$.
  • This somewhat obscures their true earnings power.
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  • Some Updates #2
    07 Mar 2024
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