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Praya’s Substack

Praya Value

Whatever stocks I find cheap. Mostly value, mostly microcaps, mostly Asia, no guarantees.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues12SubscribersRead prayavalue.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

CK Assets

This is part of a series of posts on Hong Kong based property developers. For context on the sector as a whole, feel free to refer to Part 1.

10 months ago
20
2

Fortune REIT

Fortune REIT ($778.HK) is a retail REIT backed by CK Assets ($1113.HK), Hong Kong’s largest conglomerate (with CK Hutchinson $0001.HK). The REIT yields a tad over 10%, owns defensively positioned malls and trades at a historically high 72% ...

10 months ago
21
6

China Motor Bus

This is part of a series of posts on Hong Kong based property developers. For context on the sector as a whole, feel free to refer to Part 1.

10 months ago
16
5

Transport International Holdings

This is part of a series of posts on Hong Kong based property developers. For context on the sector as a whole, feel free to refer to Part 1.

10 months ago
28
5

Authors

The writers behind this newsletter.

  • Praya Value

    In Hong Kong, praya refers to the waterfront along the edge of Victoria Harbour, created from nothing with land reclamation. In stocks, I look for excellent management teams similarly capable of creating shareholder value from the mundane.

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