This category contains 2 posts

EVA Precision Holdings (0838.HK)

If you have noticed from my recent portfolio updated post, you will have noticed that I had taken a position in this company. Till date, given the poor global sentiments (again!), I have divested my entire stake in EVA, suffered a 30% loss as I was proven to be too overly-bullish on this counter. The … Continue reading

Boer Power (1685.HK) – Initiating Coverage (Business Overview)

Given the recent bullish run of its counter and also the upcoming FY2011 result release in the next 2 months, I thought it will be good to cover Boer Power again, so as to provide a better understanding of its business scope and determine whether there are any new changes to its valuation. Investment Thesis … Continue reading


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