Hong Kong
Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
Hong Kong
Deep-dives
Hysan Development (14 HK)
Hong Kong tourism proxy at a 67% discount to NAV
Deep-dives
UMP Healthcare (722 HK)
Hong Kong healthcare provider at 8x P/E with significant insider buying
Deep-dives
Café de Coral (341 HK)
Hong Kong’s leading local fast-food chain seeing light at the end of the COVID tunnel
Hong Kong
10 Hong Kong stocks with unusual insider buying
Insider buying screen. Estimated reading time: 11 minutes
Deep-dives
VTech (303 HK)
Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield
Deep-dives
Swire Pacific B-share
Hong Kong conglomerate at a triple discount
Deep-dives
Samsonite
The leader in the global luggage market is seeing a travel recovery take shape
Deep-dives
Taste Gourmet meeting notes
Hong Kong multi-brand restaurant chain expanding into mainland China. Estimated reading time: 5 minutes
Deep-dives
Dream International (1126 HK)
World leading plush toy manufacturer with exposure to Tokyo Disneyland
Deep-dives
CK Hutchison (1 HK)
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Deep-dives
Fairwood (52 HK)
Fairwood (52 HK) is a Hong Kong fast-food restaurant chain with 172 outlets. It serves a mix of Chinese, Japanese and Western food, catering to the tastes of white-collar workers in Hong Kong. I believe that Fairwood fills a niche. It caters to those who want low-priced