
Water Oasis (1161 HK)
Money is Beauty
Value Investing in Asia
Dormant Last read · last published · next check
Read 2 days ago and current, but nothing has been published for 2 years.

Money is Beauty

Beauty is Money

What's next after a special dividend?

Earnings highlights and commentaries from luxury brands on China

A capable operator in a tough industry

Insights from management and some important clarifications

Reopening trade?

Major luxury brands' commentaries on China and some updates from management

IR, price movements and some important points to note

A cheap pick-and-shovel play on Chinese luxury consumption