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

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

Hermes: An Increasingly APAC-Driven Story

Equity Bottom-Up

Perfect Medical Health / Equity Bottom-Up

<ul>
<li>Perfect Shape: founder consistently increased his stake; management appears confident in expansion initiatives;</li>
<li>Hermes International: APAC has been gaining greater significance, as expected;</li>
<li>A2 Milk: more than half of the company is functioning brilliantly for shareholders; I presume a short-term glitch for the remaining.</li>
</ul>


Perfect Shape: founder consistently increased his stake; management appears confident in expansion initiatives;
Hermes International: APAC has been gaining greater significance, as expected;
A2 Milk: more than half of the company is functioning brilliantly for shareholders; I presume a short-term glitch for the remaining.


Recent Updates: Perfect Shape, Hermes Int'l, A2 Milk