HHHCorp – Our impact investment pick with low entrance price. Climate change continue and I believe in impact investment. A great stocks to invest but governance may not draw significant investment from me.
AYS – Great undervalued steel producer. Consistent earning and I may think they will survey through any slowdown. I like its dividend strategy as well.
Marco – Distribution base and nothing we like except a strong brand Casio. Casio G Shock has revolutionized and it has reflected much in its stocks listed overseas. Casio continues success in market share will drive Marco EPS.
KEN – A property developer with recurring revenue as strategy. NTA is very high and the current traded price is highly undervalued. It is one of our largest holding in Small cap segment.
Rhonema – A vet based pharmaceutical company. I always like agriculture, health care, financial and climate impact related stocks. It has a very stable sales and profit history. Personally I think this is good stocks.
Pantech – Recovering oil price will keep its business busy for the next few years. I have been investing and profiting from this counter. I just think the current price is too low and worth to invest on it.
EIG – Some inconsistent earning in last few quarters. We like the industry and EIG as well. But I am not sure what has changed within the directorship. We continue to hold but we are not buying more either.