Personal Update in June 2023
We moved house towards the end of May 2023. It took at least 1 week to unpack all the stuff we have accumulated over the […]
US Commercial Real Estate opportunities
There is increasing concern about the US commercial real estate market and whether it will trigger a domino effect on the broader banking system. Charlie […]
House Moving in 2023
Recently, I am totally flat out. This article is not about investment but just a personal update on our property journey. We are busy packing […]
Extract from 2015 Investment Diary
I found my investment diary dated 2015. On the first page, it lists the differences between employee and entrepreneurship. Working as an employee is never […]
Tencent 2022 Fourth Quarter
Tencent Holdings Limited (00700.HK), a leading provider of value-added Internet services in China, reports total revenue was RMB 145 billion, an increase of 0.5% y-o-y […]
StoneCo Q4 2022 results
Stone has two arms which are financial services and software. The financial services aim to provide the best financial operating system for Brazilian merchants. They […]
Alibaba Spinoff
Alibaba (Stock symbol BABA or 9618.HK) announced on 28th March 2023 that it will split into six separate businesses. This will present opportunities for its […]
JD.com Q4 2022 Results
As I wrote this article, on 9th March JD.com results were announced. It was not well received by global investors and the ADR counter dropped […]
Alibaba Q3 2023 Earnings Results
Alibaba has dropped to HKD 89/share when we are writing this. Revenue was RMB 247,756 million which is an increase of 2% year-over-year growth. Operating […]
Look at HPH Trust’s latest quarter
The throughput of HPH Trust’s ports was 7% below last year. The combined throughput of HIT, COSCO-HIT, and ACT (HPHT Kwai Tsing) was 11% lower […]