Intuit of China - Chanjet (1588 HK)
Before we start, something worth pointing out. MV of Chanjet is only Rmb1.2bn. It has net cash of Rmb1.3bn. Basically, we are buying the bu…
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4Before we start, something worth pointing out. MV of Chanjet is only Rmb1.2bn. It has net cash of Rmb1.3bn. Basically, we are buying the bu…
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AGR has been a difficult stock to hold. While it has since secured its operating license and is now a producer of phosp…
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Our accountant for years retired last year. It was a scramble finding a new accountant. After talking with several acco…
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I have had an excellent experience working with Mop Masters Cleaning, particularly Jack, who is always extremely respon…
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If you are thinking how else to make money in Bitcoin, worthwhile to do some work on the miners. To be honest, the list…
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This is quite rare for me. I finished this series (10 episodes) in 3 days. The plot is the typical spy thriller. A form…
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Teach You a Lesson is a fast paced K-drama. Only 10 episodes. Each episode is around one hour and each story line is co…
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Jason Leong is probably my favorite comedian. I have seen several of his shows in Sydney. Some of jokes are available o…
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Came across two articles today. CME is going to launch a futures contract on compute.. https://www.cmegroup.com/markets…
Read the full storyHarrow reported Q2 result... Quick update post Q2.. Few points: 1. If we just look at the P&L, it was ugly. Sales only…
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Conclusion is I would hold the position. If your view is AI capX stays strong in 2027, the aggressive move is to add to…
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Gold has bounced to around US$4400. The aussie small cap gold miners have been particularly tough in recent months. Sen…
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In the past month, I also finished My Royal Nemesis and Fifties Professionals. They were OK but felt like drag at times…
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The stock has pulled back recently.... Writing up my latest thinking on Matsa. Background and financial Matsa is clearl…
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It is interesting to see the gold price jumped to almost US$4300 in the past few days. There are now chatters that gold…
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