Another value investor @RecoveryTrade

Event Driven, Deep Value w/ Catalyst, Real Assets. 中文/Eng Hong Kong Joined June 2021

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Another value investor @RecoveryTrade

a day ago

Ming Fai Int'l 3828.HK (hotel consumable manufacturer) trades at 1x EBITDA, 5x PE, pays a 10% divvy, with significant net cash position, and decent decent revenue growth. According to CapIQ, David Webb holds 16%. This stock should trade 3x higher.

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Another value investor @RecoveryTrade

4 weeks ago

Curious among investors here, what apps / systems do you use for creating buy / sell alerts and sending alerts?

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Another value investor @RecoveryTrade

4 weeks ago

Hong Kong reflation trade is on...

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Another value investor @RecoveryTrade

a month ago

$AHH trading at nearly an 11 cap rate, noticing that 2Q results and stabilized NOI look much better vs 1Q. New mgmt conveniently negotiated a new share based comp package at the all-time low (after cutting the dividend and raising new equity).

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Another value investor @RecoveryTrade

2 months ago

Jardine Matheson $JM.SP finally catches a bid. Sell-side does not seem to understand the leverage created by its subcos trading at significant NAV discounts. If all of those discounts are unlocked, upside is 3-4x from here.

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Another value investor @RecoveryTrade

2 months ago

$HR.UN is considering strategic alternatives. Even after the uptick, $HR.UN still roughly trades at a 9 cap. My target price is $17.5 - 21.0/sh. Curious to hear other opinions.

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Another value investor @RecoveryTrade

2 months ago

Mr Market is offering a rare opportunity to buy Airports of Thailand $AOT.TB at a 50% discount.

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Another value investor @RecoveryTrade

3 months ago

Reluctantly sold half of my 1126.HK position, stock is at fair value in a low growth scenario. If 1126.HK sees material volume growth, stock could 3-5x from here. Admittedly, I lack conviction on end-market demand to stay fully invested.