Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (52754)	11/10/2013 12:13:04 PM
From: MNTNH	of 78748

Hi Spekulatious, and all Im based in SE Asia in a not very intellectually stimulating job which happens to suck alot of time. Im trying to kick start investing with a more consistent approach. Investments wise, I sold off most of my holdings earlier as I had some difficulties finding low priced ideas globally and was looking at Lai Sun Garment (191 HK) and found your reply in July 2013 here. Still in the midst of looking at it though.. will revert on it. Im just wondering why is there a gap in value from LSD to Esun Holdings? Given that LSG owns about half of LSD, the numbers look correct that LSG value is about half of LSD. I agree Jardine is a good compounder but im finding it abit hard to buy it even after the recent ytd 20+% drop because it was at a high in the first place. And JC&C is particularly exposed to Astra. JSH is exposed to JC&C while JMH's other units like HKL, DF, JLT, MO all seem fairly valued versus the kind of growth they are offering so its more prone to a decline than to a rise. US and other regions wise, still looking as well. Will let u all know if i see anything interesting.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next