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EventsGirl888

Investing in Asia

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EventsGirl888 | eventsgirl888.blogspot.com Reviews
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EventsGirl888 | eventsgirl888.blogspot.com Reviews

https://eventsgirl888.blogspot.com

Investing in Asia

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1

EventsGirl888: March 2014

http://eventsgirl888.blogspot.com/2014_03_01_archive.html

Event-driven value investing in Asia. Value first, always. Thursday, 6 March 2014. Post script on Poly Culture IPO. Poly Culture listed today in HK up 29%. Maybe i should have taken the IPO allocation afterall. Its no good as a fund manager to anticipate an IPO pop correctly, even if for what i think is a fraud or at the very least a single PEx company, and then do nothing with it. The greater fool theory exists for a reason.and retail investors seldom disappoint in this regard. Poly Auction reported sal...

2

EventsGirl888: Hong Kong residential prices and the crash that never comes

http://eventsgirl888.blogspot.com/2014/01/hong-kong-residential-prices-and-crash.html

Event-driven value investing in Asia. Value first, always. Thursday, 30 January 2014. Hong Kong residential prices and the crash that never comes. Will wait for that correction. I reckon it has to come sometime. Subscribe to: Post Comments (Atom). Hong Kong residential prices and the crash that ne. 3% yields importance: Leveraged up yield plays. EM market comment via DB: This crisis is a fleet. ETF providers face squeeze in 2014. EM crisis 2014: Relevant lessons from 1997-98 cri. Tencent and Alibaba, Magn.

3

EventsGirl888: January 2014

http://eventsgirl888.blogspot.com/2014_01_01_archive.html

Event-driven value investing in Asia. Value first, always. Thursday, 30 January 2014. Hong Kong residential prices and the crash that never comes. Will wait for that correction. I reckon it has to come sometime. 3% yield's importance: Leveraged up yield plays. There you are: The 3% number and why its so important to the countless yield plays which became fashionable in the last 3-4 years. Tuesday, 28 January 2014. EM market comment via DB. Thus, if developed markets continue to close the growth gap (even...

4

EventsGirl888: ETF providers face squeeze in 2014

http://eventsgirl888.blogspot.com/2014/01/etf-providers-face-squeeze-in-2014.html

Event-driven value investing in Asia. Value first, always. Monday, 27 January 2014. ETF providers face squeeze in 2014. Subscribe to: Post Comments (Atom). Hong Kong residential prices and the crash that ne. 3% yields importance: Leveraged up yield plays. EM market comment via DB: This crisis is a fleet. ETF providers face squeeze in 2014. EM crisis 2014: Relevant lessons from 1997-98 cri. Tencent and Alibaba, Magn. Deals galore in Asia also Chinese top leaders too . ETF providers face squeeze in 2014.

5

EventsGirl888: Net-net, turnaround play in Japan- Funai Electric

http://eventsgirl888.blogspot.com/2015/06/net-net-turnaround-play-in-japan-funai.html

Event-driven value investing in Asia. Value first, always. Saturday, 20 June 2015. Net-net, turnaround play in Japan- Funai Electric. Posting quick note on Funai Electric ahead of AGM next week. Hopefully, management gets rid of tin ears. An activist can do wonders in this stock. Funai Electric Co Ltd [TYO:6839]. As of year ended 31 March 2015, Net cash per share on books was JPY1553 vs share price of JPY1513. Net current asset per share was JPY 2461/share; Net current asset value excluding WIP and r...

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Event-driven value investing in Asia. Value first, always. Monday, 22 June 2015. Asia 2015: Themes that have dominated thus far. Most value investors sneer at trends seeing them as tools of momentum surfers. But, trends don't just help one get lucky; they are often rich grounds for idea generation. It never hurt a margin of safety trade to have a tailwind or two! 1 China outbound tourism: Has fuelled massive rally in all manner of stocks- cosmetics, tourism, department stores, toilet seat makers(! 3 Japa...

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