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Jam_invest's avatar

To me the asset value support actually looks much stronger for Daphne than for Cosmo Lady.

Cosmo has borrowings. Daphne not and it has considerable investment property value.

https://jaminvest.substack.com/p/hk-19-dollars-trading-for-pennies

OngWeeHiang's avatar

cosmo has some industrial project up for sale and that should bring in some cash to lower debt and fund the core business. met up with the founder and ceo of cosmo - Zheng Yaonan on my last trip. he comes across as very capable. very much betting on him too.

Jam_invest's avatar

Any thoughts on Cosmo’s media exposure with the Olympics swimming team?

OngWeeHiang's avatar

very positive on that. you should see all the advertisement banner at the high speed rail. love their promo shoot in paris as well.