Hong Kong

Deep-dive 2023-4: UMP Healthcare (722 HK)

Hong Kong healthcare provider at 8x P/E with significant insider buying

Deep-dive 2022-30: Café de Coral (341 HK)

Hong Kong’s leading local fast-food chain seeing light at the end of the COVID tunnel

10 Hong Kong stocks with unusual insider buying

Insider buying screen. Estimated reading time: 11 minutes

Deep-dive 2022-26: VTech (303 HK)

Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield

Deep-dive 2022-24: Swire Pacific B-share

Hong Kong conglomerate at a triple discount

Deep-dive 2022-19: Samsonite

The leader in the global luggage market is seeing a travel recovery take shape

Taste Gourmet meeting notes

Hong Kong multi-brand restaurant chain expanding into mainland China. Estimated reading time: 5 minutes

Deep-dive 2022-16: Dream International

World leading plush toy manufacturer with exposure to Tokyo Disneyland

Deep-dive 2022-2: CK Hutchison

The best-run conglomerate in Hong Kong at a ~50% NAV discount

Deep-dive 2021-24: Fairwood

Six contrarian bets in Hong Kong

Estimated reading time: 19 mins