Oriental Watch: +55% in Last 5 Months; Several Data Points Suggest More Upside Ahead
Oriental Watch Holdings (398 HK) has been performing strongly since my write-up late 2017. Shares are up 55% since then (from 1.75 HKD to 2.70 HKD...
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Dairy Farm International: Who Moved My Cheese?
Complacency makes Dairy Farm a perfect shortDairy Farm Intl Hldgs Ltd (DFI SP) has enjoyed being an oligopoly in Hong Kong and Singapore’s...
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Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
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