Golden Resources (GRD) is GRD is a principal importer, wholesaler and marketer of rice in Hong Kong, and this is a stable but boring business. At first look, Company looks like it is a HK rice importer from Thailand, etc. However, more than 50% of its revenue actually comes from leading Convenience store chain in Vietnam (54% revenue contribution in 2020E) which...
This stock might surprise you as it is one of the leading software companies that target Small to micro companies in China. It is the leading ERP (Enterprise resource planning) software company that brings extreme efficiency in finance, accounting, inventory management, etc. No.1 company in China is Yonyou and Chanjet is the key subsidiary company of Yonyou....
Launched in 1977, Binh Minh Plastics is Vietnam’s leading manufacturer and trader of plastic pipes and fittings. Founded in 1977, BMP is the leading pipe plastics producer in the Southern area of Vietnam with 50% market share in the area and 25% in the whole country. Company has just been privatized (in this context, privatization means ownership has transferred...
Datatec Limited (JSE:DTC)
Datatec Limited provides ICT solutions and services worldwide. Following the sale of the Westcon Americas businesses to SYNNEX in September 2017, Datatec operates two main divisions: Technology distribution - Westcon International: distribution of security, collaboration, networking and data centre products and solutions; and...
PW Medtech Group Limited, an investment holding company, operates as a medical device company in the People’s Republic of China. The company manufactures and sells infusion sets. wHAT IS SUPER INTERESTING IS THAT THE COMPANY OWNS 14% OF A US LISTED COMPANY CALLED CBPO AND THIS ALONE IS 3X THE CURRENT PW MEDTECH'S MARKET CAP!!!.
CBPO is THE LEADING blood plasma...
Changshouhua Food Company Limited, an investment holding company, produces and sells branded and non-branded corn oil primarily in the People’s Republic of China. It is currently the largest corn oil manufacturer in China. Company is a revenue compounder with 12 year revenue and GP growing 45% and 25% respectively but since 5 years ago, rev and GP and OP only grew...
Pacific online runs multip online portals which include auto portal (#1 in China and accounts for 74% of total rev), IT portal (#1 in IT related portal and accounts for 15% of total sales),and other smaller portals which are relatively small. Company has been growing it's auto business quickly, which now accounts for majority of sales. Revenue model is mostly...
Buy PW Medtech for 3x upside in the long term with strong fundamentals. Added spice is the technicals support with William %R being in the oversold category!!
Golden Resources (GRD) is GRD is a principal importer, wholesaler and marketer of rice in Hong Kong, and this is a stable but boring business. Generates high > 20% ROIC.
But what is the hidden GEM here? Company is the no.1 leading convenience retail chain, Circle K, in Vietnam! GRD is an play on rising consumers in Vietnam. Generates around 40~50% of rev from...
Goldpac is super cheap with net cash covering most of market cap, trading at 22% FCF yield, and pays out 7% dividend yield.
Company is the leader in china making credit cards / payment systems. Founded in HK in 1993 and listed at the end of 2013, Company is the largest supplier of financial cards in the greater China region with a market share of appx. 20% in...
This is my second note on this forum (please see my note on PW Medtech which I feel it is great time to accumulate post initial rally)
Changshouhua Food Company Limited, an investment holding company, produces and sells branded and non-branded corn oil primarily in the People’s Republic of China. It is currently the largest corn oil manufacturer in China....
PW Medtech Group Limited, an investment holding company, operates as a medical device company in the People’s Republic of China. The company manufactures and sells infusion sets. CBPO is a blood plasma products firm in China with a U.S. stock listing. It is one of the top three producers of plasma products in China with ~12% M/S.
Why interesting?
Company...
