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Hong Kong

Impressive H1 report from Ming Fai, $3828.hk. Company transformed from a hospitality business into a Covid play in 6 months. Trading at ~4.5x TTM net earnings. Conservative balance sheet, David Webb involved, history of returning capital.
— Writser (@thewritser) August 27, 2020

Allan International (HK:0684)
manufactures household electrical appliances in China and sells to Euro/US
Largest 5 customers make up 90% rev
Facing rising costs that cannot be pass onto cust
Slight losses, strong BS, NCAV 71%, PB 37%, pays div
Family ctrl. David Webb owns 11%
— janeo (@janeo1934) August 17, 2020

Allan International

Lion Rock Group (HK:1127) prov printing services for book publishers.
At 72c HKD it trades at low single digit PE,
slight prem to NCAV and has a 10% div yield.
Net cash backs up decent portion of mcap.
Insiders own >40% s/o and David Webb owns 8% s/o.
— janeo (@janeo1934) July 2, 2020

Alco Holdings (328:HK). Big victim of trade war. Did some rights issue this yr to grow a lesser affected division. Now trading at a big discount to its tangible book and rights issue price. Insiders own 60% and David Webb owns 10%. Too tough to handicap? Any opinions?
— janeo (@janeo1934) December 3, 2019

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