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

Steven Chen

Steven CHEN is a quality-first, business-perspective investor.

Steven can be reached at schen@urbem.cn or steven@hillsidewealth.ca.

Quality-first, Business-perspective Strategy

Our Takeaways From Recent Results: Plover Bay, BTRTCM, Bamboos Healthcare

Equity Bottom-Up

Bamboos Health Care Holdings / Equity Bottom-Up

<ul>
<li>Bamboos Health Care attracted us for its high return on capital and seemingly low share price;</li>
<li>But the company has demonstrated signs of growing pains, and hence, does not qualify as a long-term, predictable compounder for the time being, in our view;</li>
<li>We would stay away for now but may revisit the story if the growth prospect materially changes.</li>
</ul>


Bamboos Health Care attracted us for its high return on capital and seemingly low share price;
But the company has demonstrated signs of growing pains, and hence, does not qualify as a long-term, predictable compounder for the time being, in our view;
We would stay away for now but may revisit the story if the growth prospect materially changes.


Bamboos Health Care: Investable Business Model, But Mind The Growing Pains