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2025 Week 38 - Everything is relative
Especially sentiment
Sep 15
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OngWeeHiang
2
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2025 Week 36 - with 5
5 years and more
Sep 3
•
OngWeeHiang
3
1
2025 Week 13 - Performance Evaluation
Performance - Amazing, BaaBaa and Croak Croak
Apr 2
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OngWeeHiang
5
2025 Week 8 - Expectations and Performance
When performance >< = expectation...
Feb 20
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OngWeeHiang
3
2025 Week 5 - SOE
there are the regular SOEs while this is one of the exceptional ones
Feb 5
•
OngWeeHiang
2
2024 Week 46 - Travels
China Tourism Group Duty Free, Travelsky, Samsonite, Fairfax India
Nov 15, 2024
•
OngWeeHiang
2
2024 Week 46 - Food
The Hong Kong exodus - LH Group, Tam Jai, Fairwood, Cafe De Coral, Taste Gourmet
Nov 12, 2024
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OngWeeHiang
2
2024 Week 45
Trumping the manufacturers - TK Group, Ten Pao, Nameson, Crystal International, PC Partner
Nov 11, 2024
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OngWeeHiang
3
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Weighted Capital
Seeking for a non-correlated, asymmetric returns through a well diversified and yet concentrated portfolio.
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