I picked up some shares in Macau E&M Holding (1408.HK) recently. The terrible sentiment for Hong Kong listed stocks for the last few years is well known. Macau E&M shows nicely how far share prices can fall in an environment like this. I think there are some positives to be found at this company though […]
Category Archives: Hong Kong stocks
Bamboos Health Care Holdings
I spent a couple of hours yesterday reading about Bamboos Health Care Holdings (2293.HK). Hong Kong is a place where I’m still finding lots of interesting stocks to look at and Bamboos caught my eye because it looks quite cheap at first glance.
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: […]