Conch Venture (586 HK): Improving Risk-Reward Profile
Following CCEP spin-off and recent share price decline, Conch Venture is now at more attractive valuation level. In the medium term, upside will...
307 Views
China Conch (586 HK): Post-Spinoff Blues
CCV looks to be trading where it should be. I suspect it might even drift wider without any specific newsflow. CCEP looks expensive to me. But's...
522 Views
Energy Medicine. Personal Experience. Impact. Growth in Asia. Ideas
This is an invest-able idea at the private level with long term benefits. Both for the body, and for other ideas as well.Ever since I turned over...
3.8k Views
Can Innovation labs be assessed to pick stocks for your portfolio?
Companies across different industries are building Innovation centers in Singapore, Hong Kong and other cities across Asia and the rest of the...
672 Views
Hutchison Whampoa Restructuring: Next Move for Watson's?
The announced restructuring of Cheung Kong Limited and Hutchison Whampoa Limited has been well received on the HKEx. Hutchison shares have rallied...
360 Views