Oriental Watch (398 HK): Conditional Partial Offer
After Oriental Watch (398 HK) was suspended "pursuant to the Codes on Takeovers and Mergers and Share Buy-backs", the immediate takeaway as the...
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Oriental Tactical Hurdles with Macro Bullish Pattern
Oriental Watch (398 HK) is near the top end of the 2 year range and will struggle on strength and would need a earnings backed impulsive breakout...
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Oriental Watch: Bet on Rolex Demand in China/HK and Collect 12% Dividends While Waiting
Oriental Watch is a play on Rolex demand in China and HK. As recently highlighted by fellow insight provider Sameer Taneja the revenue contribution...
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Oriental Watch: Net Cash 118% of Mkt Cap,15-20% Dividend Yield + HK/China Recovery in Sight?
Oriental Watch (398 HK) has been stellar in its execution in spite of an environment that has been a minefield. The company has paid 70 cents a...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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