Oriental Value
Oriental ValueValue Investing in Asia
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | orientalvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Water Oasis (1161 HK)
Following the positive response to our article on Perfect Medical, we are keen to introduce our readers to another noteworthy company in the healthcare and beauty industry, Water Oasis. Despite initial appearances suggesting sluggish revenu...
Perfect Medical (1830 HK)
The beauty industry is typically characterized as a small-scale, relationship-driven business. Barrier to entry is low, but a few groups have successfully tapped the capital market and achieved a certain scale in order to provide delicate m...
LH Group (1978 HK)
Before we dive into today’s topic, it is important that we reiterate the purpose of this blog. Investing is a lonely journey, more so for a value investor. We hope we can make this journey a little less lonely - by connecting like-minded ...
An Update on 2023H1 Results of Activation Group (9919 HK)
Activation Group (9919 HK) unveiled its first-half financial results for 2023 on August 10th, 2023. In this article, we will provide an overview of Activation's performance during this period and share thoughts on its future prospects.
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