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

Perfect Shape: Our Takeaways From H1 Results

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

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

Three Chinese Stocks that Meet Warren Buffett's Definition Of "Dream Business"

Valuation Check-Up: High-ROIC, Cash-Rich Restaurants in China

Equity Bottom-Up

<ul>
<li>The stock of Water Oasis is hitting a mid-single-digit P/E and a high-teens FCF yield;</li>
<li>But buying cheap does not always produce a sizable return for owners;</li>
<li>We would like to examine the business fundamentals through a few factors that help identify a value trap.</li>
</ul>


The stock of Water Oasis is hitting a mid-single-digit P/E and a high-teens FCF yield;
But buying cheap does not always produce a sizable return for owners;
We would like to examine the business fundamentals through a few factors that help identify a value trap.


Water Oasis

Water Oasis: Deep Value or Value Trap?