Value Investing in Asia, Oriental Value

Oriental Value

Value Investing in Asia

Equity Bottom-Up

Water Oasis Group Limited is an investment holding company that provides beauty services and retails skincare and beauty products. Its services include beauty centers, spas, medical beauty centers, and dental services, while its product segment offers skincare brands such as h2o+, Erno Laszlo, and Glycel. The company was founded in 1998 and is headquartered in Hong Kong.

<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.

Perfect Medical Health Management / Equity Bottom-Up

Perfect Medical Health Management is an investment holding company primarily engaged in providing medical health and medical beauty services. The company offers a comprehensive range of non-invasive medical and aesthetic services, including personalized medical aesthetic solutions, hair growth treatments, pain management, preventive care, and reproductive medical services. It operates across Hong Kong, Macau, Mainland China, Australia, and Singapore. The company was incorporated on March 11, 2011, and is headquartered in Hong Kong.

Perfect Medical Health Management (1830 HK)

<ul><li>The beauty industry is typically characterized as a small-scale, relationship-driven business.</li><li>Barrier to entry is low, but a few groups have successfully tapped the capital market and achieved a certain scale in order to provide delicate medical beauty treatments, where trust by the customers is essential.</li><li>They have harnessed the societal obsession with a particular standard of beauty, amplified by the influence of social media and advertisements, and have reaped substantial profits.</li></ul>

The beauty industry is typically characterized as a small-scale, relationship-driven business.Barrier to entry is low, but a few groups have successfully tapped the capital market and achieved a certain scale in order to provide delicate medical beauty treatments, where trust by the customers is essential.They have harnessed the societal obsession with a particular standard of beauty, amplified by the influence of social media and advertisements, and have reaped substantial profits.

Perfect Medical - 1830 HK - Beauty Is Money

Activation Group Holdings Ltd. provides integrated marketing solutions and intellectual property (IP) development services. Its core activities include experiential marketing for events and exhibitions, digital and brand communication services, and managing sports and entertainment events. The company is headquartered in Shanghai, China, and was founded in 2013.

<ul><li>Activation Group (9919 HK) unveiled its first-half financial results for 2023 on August 10th, 2023.</li><li>In this article, we will provide an overview of Activation's performance during this period and share thoughts on its future prospects.</li><li>The Experiential Marketing segment recorded a full recovery, reaching RMB 280 million, surpassing the 2021 H1 level of RMB 276 million.</li></ul>

Activation Group (9919 HK) unveiled its first-half financial results for 2023 on August 10th, 2023.In this article, we will provide an overview of Activation's performance during this period and share thoughts on its future prospects.The Experiential Marketing segment recorded a full recovery, reaching RMB 280 million, surpassing the 2021 H1 level of RMB 276 million.

An Update on 2023H1 Results of Activation Group (9919 HK)

Taste Gourmet Group is a Hong Kong-based restaurant group that operates full-service restaurants offering a variety of cuisines under a portfolio of brands. The company provides Japanese, Chinese, Western, and Vietnamese food, as well as desserts and kiosks, across over 60 restaurants under 23 brands. It is headquartered in Hong Kong and was founded in 2007.

<ul><li>With that out of the way, let’s dive into Taste Gourmet, a catering group listed in the secondary market (or GEM board) of the Hong Kong Stock Exchange.</li><li>Catering is usually a business with little moat, characterised by low barriers to entry. </li><li>While some brands are widely recognizable, humans generally want to devour something different each day, therefore it is an everyday struggle for restaurants to stand out among competition.</li></ul>

With that out of the way, let’s dive into Taste Gourmet, a catering group listed in the secondary market (or GEM board) of the Hong Kong Stock Exchange.Catering is usually a business with little moat, characterised by low barriers to entry. While some brands are widely recognizable, humans generally want to devour something different each day, therefore it is an everyday struggle for restaurants to stand out among competition.

Oriental Watch is an investment holding company primarily engaged in the trading of watches and clocks through an extensive retail network in Greater China. It sells watches from numerous prestigious brands, including Rolex, Tudor, Bulgari, Breitling, and Longines. The company also engages in property holding and securities investment activities. Headquartered in Central, Hong Kong, the company was founded in 1961.

<ul>
<li>A Review on Final Results Oriental Watch recently announced its earnings for the fiscal year, and the results were quite impressive.</li>
<li>On June 20, 2023, the company reported a revenue of HKD3.7 billion and a net profit of HKD295 million.</li>
<li>These figures surpassed our initial estimates of HKD3.</li>
</ul>


A Review on Final Results Oriental Watch recently announced its earnings for the fiscal year, and the results were quite impressive.
On June 20, 2023, the company reported a revenue of HKD3.7 billion and a net profit of HKD295 million.
These figures surpassed our initial estimates of HKD3.


Oriental Value
Value Investing in Asia
• Oriental Value

Water Oasis (1161 HK)

Following the positive response to our article on Perfect Medical , we are keen to introduce our readers to another noteworthy company in the...

Oriental Value

Perfect Medical - 1830 HK - Beauty Is Money

The beauty industry is typically characterized as a small-scale, relationship-driven business. Barrier to entry is low, but a few groups have...

Oriental Value

An Update on 2023H1 Results of Activation Group (9919 HK)

In this article, we will provide an overview of Activation's performance during this period and share thoughts on its future prospects.

Oriental Value

Taste Gourmet (8371 HK)

With that out of the way, let’s dive into Taste Gourmet, a catering group listed in the secondary market (or GEM board) of the Hong Kong Stock...

Oriental Value

An Update on Oriental Watch (398 HK)

A Review on Final Results Oriental Watch recently announced its earnings for the fiscal year, and the results were quite impressive.

Oriental Value