Some "hidden gems" to recommend. Only for those with patience and holding power. Contra players can ignore my post.
1) Thai Village (Strong Buy)
Strong contribution from China operation, which is still growing. Healthy balance sheet with a pile of nett cash. Undemanding valuation at 10 times and good dividend yield at 8% (2c against share price of 25c)
2) Asia Power (Buy)
Potential to ride on China's shortage of Power. Also a potential beneficiary of China's liberalisation of energy market (M&A target)
3) SwingMedia (Buy)
Ridiculously low PE & PEG. But it's "history" of being a victim of market speculation may delay its price appreciation.
The above three are currently very inactive and hence no one is sure when price appreciation will take place. Only for patient investors with a mid-long term horizon. For investors who prefer a faster ride, I recommend HongGuo (Buy)
, which is the next China play after BeautyChina.
Vested interests.
Comments (sweet or bitter) welcomed.
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- CREATION DE J&F MARTELL -
COLOUR : Deep golden copper.
BOUQUET : Refined, but powerful. Rich and incredibly subtle with hints of walnuts, dried fruit, and cocoa.
PALATE : Very well-balanced, elegant, and exquisite with blackcurrant, walnut, and toasted hazelnut overtones. Full-bodied with a sublimely subtle aftertaste.
COMMENTS : A rare Cognac.
