We bought CCM, Asiabrand and Cypark

We have been buying gradually as we do not expect a V shape recovery. But we do think a potential of U or worst L shape. We particularly like certain businesses that are least affected by the crisis. As to Asiabrand simply a notification on its recovery path.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Create a free website or blog at WordPress.com.

Up ↑

%d bloggers like this: