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

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

Beijing Tong Ren Tang Chinese Medicine: A Turnaround Worth A Look

Plover Bay: A Value Play Or A Value Trap?

Perfect Shape Is Not Perfect But Here Is What We Like About It

Thematic (Sector/Industry)

China Industrials / Thematic (Sector/Industry)

Beijing Tong Ren Tang Chinese Medicine (3613 HK)

<ul>
<li>Plover Bay - a solid year of healthy growth; management looks to 5G as the main engine for the industry;</li>
<li>Beijing Tong Ren Tang Chinese Medicine - turnaround progress delayed by the pandemic, but Mainland market a bright spot;</li>
<li>Bamboos Healthcare - almost no growth during the period, but management confident about the longer term; too early to judge its capital allocation.</li>
</ul>


Plover Bay - a solid year of healthy growth; management looks to 5G as the main engine for the industry;
Beijing Tong Ren Tang Chinese Medicine - turnaround progress delayed by the pandemic, but Mainland market a bright spot;
Bamboos Healthcare - almost no growth during the period, but management confident about the longer term; too early to judge its capital allocation.


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