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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Oriental Watch (398 HK): Resilient 1H20 Despite HK Unrest; Cash Is 100% of Mkt Cap; 15% Div Yield
Oriental Watch (398 HK) reported 1H20 results which showed the company performed remarkably well given six months of political unrest in its key...
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Oriental Watch (398 HK): 1H20 Results Likely Strong Despite HK Turmoil. Cash Is 106% of Market Cap
Oriental Watch (398 HK) is scheduled to report 1H20 earnings in approximately 30 days' time. The market is currently assigning a negative value to...
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