Deep-dive 2022-26: VTech (303 HK)
Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield
){kind=link}
Related
Oriental Watch (398 HK)
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Bermaz Auto (BAUTO MK)
Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E
Concepcion Industrial (CIC PM)
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
Latest
Tai Cheung (88 HK) — 2025 update
Hong Kong residential property developer at 0.33x book and 7% dividend yield
Interview with Raghav Kapoor at Smartkarma
I had the pleasure of speaking with Raghav ("Raj") Kapoor, the founder and CEO of the independent research platform Smartkarma. Here are the highlights of our discussion: 1. Brief introduction to Raj and what he's doing at Smartkarma (1:00) 2. Where Raj is spending most
Treasury Wine Estates (TWE AU)
Penfolds owner at 11x P/E and 7% dividend yield