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

A Look at Hong Kong's Beaten-Down Beauty Service Stocks

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

Equity Bottom-Up

Perfect Medical Health / Equity Bottom-Up

<ul>
<li>Perfect Shape's interim results are largely as expected;</li>
<li>The business still maintains a robust financial position throughout the pandemic;</li>
<li>While the recovery is hopeful but still uncertain, the management is looking to take advantage of any downturn to widen the competitive gap.</li>
</ul>


Perfect Shape's interim results are largely as expected;
The business still maintains a robust financial position throughout the pandemic;
While the recovery is hopeful but still uncertain, the management is looking to take advantage of any downturn to widen the competitive gap.


Perfect Shape: Our Takeaways From H1 Results