Computime Group Ltd (0320.HK): a net-net in Hong Kong

The market turbulence in the last quarter of 2018 created a few attractive prices in some of the companies on my watchlist. Many of the companies I loosely track in Hong Kong also became a lot more appealing during this sell-off. I have bought a couple. The subject of this post is one of these […]

Willas-Array Electronics (HKG:0854, SGX:BDR)

Willas-Array Electronics Holdings (HKG:0854, SGX:BDR) is a distributor of electronic components. The company distributes more than 10,000 product items that are used in the industrial, audio and video, telecommunications, home appliances, lighting, EMS and automotive segments. Willas Company was established by Mr. Leung Chun Wah in 1981 and Array Electronics by Mr. Kwok Chan Cheung […]

Datronix Holdings: a cash-rich net-net

Datronix Holdings (company website) designs and manufactures magnetics. These magnetics are used in consumer electronics, data processing appliances, military components and healthcare devices. The magnetics are sold under the brand name “Datatronics”. Most of the products are customized and tailor-made to the customer requirements. The investment case for Datronix (ticker: 0889.HK) can be summarized as: […]