This is the London Banana. As long as you stay within the Banana, you'll have a great time in London. Almost everything outside the Banana is horrible these days, best avoid. Not clear why, or when this happened. But it is what it is.
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.
TOPG is a great alternative to China Industrials - with 0% Net Debt and valued at death's door. Its founder has singlehandedly bought nearly 1% of TOPG's total outstanding shares YTD.
Check out my article on Top Glove below!
valueinvesting.substack.com/p/topglove#valueinvesting#topglove
Dear PDRM,
Ini adik saya yang lukis, dan akaun twitter saya digunakan oleh adik saya untuk post lukisan ini atas kepentingan dirinya. Tak perlu panggil saya datang balai. Terima kasih. 😎
Dear PDRM,
Ini adik saya yang lukis, dan akaun twitter saya digunakan oleh adik saya untuk post lukisan ini atas kepentingan dirinya. Tak perlu panggil saya datang balai. Terima kasih. 😎
Irene Benggon did MORE to transform Sabah than ANY politician. Irene turned tourism from a sideshow to a real industry (RM8,4bil in 2018). She had guts, vision, charm + bundles of enthusiasm. She should’ve been running Tourism Malaysia. RIP.
Irene Benggon did MORE to transform Sabah than ANY politician. Irene turned tourism from a sideshow to a real industry (RM8,4bil in 2018). She had guts, vision, charm + bundles of enthusiasm. She should’ve been running Tourism Malaysia. RIP.
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