Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Quality-first, Business-perspective Strategy

Equity Bottom-Up

<ul>
<li>I am reluctant to own a restaurant business;</li>
<li>But Snack Empire can be an exceptional hidden gem in this challenging space;</li>
<li>Given the high-quality fundamentals and attractive pricing, the stock can be a decent candidate for multi-bagger collectors.</li>
</ul>


I am reluctant to own a restaurant business;
But Snack Empire can be an exceptional hidden gem in this challenging space;
Given the high-quality fundamentals and attractive pricing, the stock can be a decent candidate for multi-bagger collectors.


Snack Empire: One of The Few Restaurant Businesses That I Would Own

Kato Hong Kong Holdings / Equity Bottom-Up

<ul>
<li>The aging population is among the most unarguable mega-trends in today's world and can act as both a powerful headwind and a tailwind (for some industries);</li>
<li>In the past, I have touched upon some businesses benefiting drastically from the demographic tailwind, but admittedly, most of them are well recognized, and hence, expensive;</li>
<li>In this episode, I would like to discuss one more name monetizing the aging population in the Far East;</li>
<li>While being lesser-known, Kato Holdings appears to be a decent candidate to beat my 20% hurdle rate and become a multi-bagger in the foreseeable future.</li>
</ul>


The aging population is among the most unarguable mega-trends in today's world and can act as both a powerful headwind and a tailwind (for some industries);
In the past, I have touched upon some businesses benefiting drastically from the demographic tailwind, but admittedly, most of them are well recognized, and hence, expensive;
In this episode, I would like to discuss one more name monetizing the aging population in the Far East;
While being lesser-known, Kato Holdings appears to be a decent candidate to beat my 20% hurdle rate and become a multi-bagger in the foreseeable future.


One Hidden Gem Monetizing The Aging Population

Hong Kong

Kato Hong Kong Holdings Limited provides health care facilities.

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Kato Hong Kong Holdings (2189 HK)

Snack Empire: One of The Few Restaurant Businesses That I Would Own

Given the high-quality fundamentals and attractive pricing, the stock can be a decent candidate for multi-bagger collectors.

Steven Chen

One Hidden Gem Monetizing The Aging Population

While being lesser-known, this Hong Kong-based micro-cap appears fundamentally strong and reasonably priced to beat my 20% hurdle rate and become a...

Steven Chen

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