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Oriental Value

Value Investing in Asia

orientalvalue.substack.comSource feed ↗10 posts

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Water Oasis (1161 HK)

Money is Beauty

Perfect Medical (1830 HK)

Beauty is Money

LH Group (1978 HK)

What's next after a special dividend?

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

Earnings highlights and commentaries from luxury brands on China

Taste Gourmet (8371 HK)

A capable operator in a tough industry

An Update on Oriental Watch (398 HK)

Insights from management and some important clarifications

Oriental Watch (398 HK)

Reopening trade?

An Update on Activation Group (9919 HK)

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

The Recent Bump on Activation Group (9919 HK)

IR, price movements and some important points to note

Activation Group (9919 HK)

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